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Disclosery

Callan Capital, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callan Capital, LLC on JPM, newest first. How the timeline and the estimate are built.

Callan Capital, LLC held 11,781 JPM shares at 2025-03-31 per its 13F-HR filed 2025-04-29.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 11,781 shares
    Change vs previous 13F +470 shares

    0.21% of the 13F portfolio, value $2,889,938.

    13F-HR 0001542166-25-000005 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 11,311 shares
    Change vs previous 13F +906 shares

    0.2% of the 13F portfolio, value $2,711,293.

    13F-HR 0001542166-25-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 10,405 shares
    Change vs previous 13F +1,125 shares

    0.15% of the 13F portfolio, value $2,194,007.

    13F-HR 0001542166-24-000015 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F/A 9,280 shares
    Change vs previous 13F +1,362 shares

    0.15% of the 13F portfolio, value $1,877,032.

    13F-HR/A 0001542166-24-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F/A 7,918 shares
    Change vs previous 13F +1,592 shares

    0.14% of the 13F portfolio, value $1,586,049.

    13F-HR/A 0001542166-24-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 6,326 shares
    Change vs previous 13F -2,403 shares

    0.1% of the 13F portfolio, value $1,076,119.

    13F-HR 0001542166-24-000003 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 8,729 shares
    Change vs previous 13F -1,093 shares

    0.14% of the 13F portfolio, value $1,265,876.

    13F-HR 0001542166-23-000013 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 9,822 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,428,503.

    13F-HR 0001542166-23-000011 filed by Callan Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).