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Caldwell Trust Co JPM-PM Position History
JPM-PM
Quarters held
9
Latest value
$103K
Q3 2026
Peak value
$21.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20.9M |
| Q4 2025 | $354K |
| Q1 2026 | $19.3M |
| Q1 2026 | $324K |
| Q2 2026 | $21.5M |
| Q2 2026 | $360K |
| Q3 2026 | $21.6M |
| Q3 2026 | $364K |
| Q3 2026 | $103K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $103K | 2.0K | — | — |
| Q3 2026 | $364K | 1.1K | — | — |
| Q3 2026 | $21.6M | 65.2K | — | — |
| Q2 2026 | $360K | 1.1K | — | — |
| Q2 2026 | $21.5M | 65.6K | — | — |
| Q1 2026 | $324K | 1.1K | — | — |
| Q1 2026 | $19.3M | 65.5K | — | — |
| Q4 2025 | $354K | 1.1K | — | — |
| Q4 2025 | $20.9M | 64.9K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B