Callahan Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1395055 Houston, TX

Position in JPM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$30,961,490

+$2,896,273 QoQ

Shares Held

94,588

-0.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#781

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Callahan Advisors, LLC holds $31,951,031 across 2 Banks - Diversified names. JPM ranks #1 (96.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	JPM	Jpmorgan Chase & Co This page	94,588	$30,961,490
2	BNS	Bank Of Nova Scotia	11,395	$989,541

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,961,490	94,588	-0.9%	Shares	Sole	2026-08-03
2026-03-31	$28,065,217	95,408	-1.2%	Shares	Sole	2026-05-12
2025-12-31	$31,117,752	96,573	-1.3%	Shares	Sole	2026-02-06
2025-09-30	$30,853,154	97,813	-1.2%	Shares	Sole	2025-10-31
2025-06-30	$28,704,568	99,012	-1.5%	Shares	Sole	2025-07-28
2025-03-31	$24,663,197	100,543	-7.0%	Shares	Sole	2025-05-01
2024-12-31	$25,916,246	108,115	-6.6%	Shares	Sole	2025-01-31
2024-09-30	$24,414,846	115,787	-7.4%	Shares	Sole	2024-10-30
2024-06-30	$25,303,130	125,102	-6.6%	Shares	Sole	2024-07-29
2024-03-31	$26,829,183	133,945	-3.6%	Shares	Sole	2024-04-24
2023-12-31	$23,630,462	138,921	+1.0%	Shares	Sole	2024-01-24
2023-09-30	$19,948,951	137,560	+0.3%	Shares	Sole	2023-10-23
2023-06-30	$19,954,077	137,198	+3.4%	Shares	Sole	2023-07-31
2023-03-31	$17,282,884	132,629	-0.4%	Shares	Sole	2023-04-28
2022-12-31	$17,856,487	133,158	+0.6%	Shares	Sole	2023-02-03
2022-09-30	$13,830,261	132,347	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$14,773,868	131,195	+1.7%	Shares	Sole	2022-07-29
2022-03-31	$17,584,462	128,994	+2.0%	Shares	Sole	2022-04-27
2021-12-31	$20,018,607	126,420	+1.4%	Shares	Sole	2022-02-08
2021-09-30	$20,405,431	124,659	+1.2%	Shares	Sole	2021-11-03
2021-06-30	$19,153,506	123,142	-0.4%	Shares	Sole	2021-08-11
2021-03-31	$18,819,585	123,626	-0.9%	Shares	Sole	2021-04-21
2020-12-31	$15,859,225	124,807	+0.4%	Shares	Sole	2021-01-20
2020-09-30	$11,969,922	124,337	-1.4%	Shares	Sole	2020-10-26
2020-06-30	$11,860,683	126,097	-1.0%	Shares	Sole	2020-07-17
2020-03-31	$11,470,542	127,408	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.