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Disclosery

Callan Family Office, LLC: JPM position timeline

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

Callan Family Office, LLC held 102,480 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,480 shares
    Change vs previous 13F +1,557 shares

    0.66% of the 13F portfolio, value $33,544,638.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 100,923 shares
    Change vs previous 13F -3,319 shares

    0.67% of the 13F portfolio, value $29,687,622.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 104,242 shares
    Change vs previous 13F +28,674 shares

    0.72% of the 13F portfolio, value $33,588,797.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 75,568 shares
    Change vs previous 13F -2,105 shares

    0.76% of the 13F portfolio, value $23,836,414.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 77,673 shares
    Change vs previous 13F +44,097 shares

    0.71% of the 13F portfolio, value $22,518,179.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 33,576 shares
    Change vs previous 13F -7,884 shares

    0.62% of the 13F portfolio, value $8,236,193.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,460 shares
    Change vs previous 13F +32,917 shares

    0.63% of the 13F portfolio, value $9,938,377.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,543 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,801,377.

    13F-HR 0001221073-24-000082 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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