Callan Family Office, LLC
Family OfficePosition in JPM — Jpmorgan Chase & Co
CIK 1938970
RADNOR, PA
Position in JPM
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$29,687,509
-$3,901,348 QoQ
Shares Held
100,923
-3.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Callan Family Office, LLC holds $134,208,801 across 16 Banks - Diversified names. JPM ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
100,923 | $29,687,509 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
234,423 | $18,662,415 | |
| 3 | BAC |
Bank Of America Corp /De/
|
337,011 | $16,429,286 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
118,236 | $14,026,336 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
315,092 | $6,824,892 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
79,568 | $6,563,564 | |
| 7 | SAN |
Banco Santander, S.A.
|
579,607 | $6,537,966 | |
| 8 | BCS |
Barclays PLC
|
300,841 | $6,365,795 |
All Filings in JPM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||