Callan Family Office, LLC
Family OfficePosition in JPM — Jpmorgan Chase & Co
CIK 1938970
RADNOR, PA
Position in JPM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,544,778
+$3,857,269 QoQ
Shares Held
102,480
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#746
of 5,073 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $156,885,740 across 17 Banks - Diversified names. JPM ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
102,480 | $33,544,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
339,038 | $19,318,385 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
227,104 | $18,767,874 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
112,282 | $16,237,100 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
340,958 | $8,544,407 | |
| 6 | BCS |
Barclays PLC
|
306,117 | $8,222,302 | |
| 7 | SAN |
Banco Santander, S.A.
|
594,575 | $8,205,135 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
82,060 | $7,803,085 |
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,544,778 | 102,480 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $29,687,509 | 100,923 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $33,588,857 | 104,242 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,836,414 | 75,568 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,518,179 | 77,673 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $8,236,192 | 33,576 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,938,376 | 41,460 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,801,376 | 8,543 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,187,468 | 5,871 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $625,336 | 3,122 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $714,930 | 4,203 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $399,530 | 2,755 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $797,011 | 5,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $696,767 | 5,347 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $294,215 | 2,194 | Shares | Sole | 2023-02-23 | |
| No filing history on record for this holder in this stock. | ||||||