Caldwell Trust Co

Bank

Position in JPM — Jpmorgan Chase & Co

CIK 2080218 Venice, FL

Position in JPM

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

Position Value

$21,836,184

+$2,233,656 QoQ

Shares Held

66,710

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.25%

of 13F equity value

Holder Rank

#953

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. JPM ranks #1 (74.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	66,710	$21,836,184
2	BAC	Bank Of America Corp /De/	87,207	$4,969,054
3	WFC	Wells Fargo & Company/Mn	18,677	$1,543,467
4	RY	Royal Bank Of Canada	1,444	$298,864
5	C	Citigroup Inc	2,014	$281,879
6	BMO	Bank Of Montreal /Can/	1,500	$265,050
7	BNY	Bank of New York Mellon Corp	1,060	$153,286
8	TD	Toronto Dominion Bank	515	$62,536

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,836,184	66,710	+0.1%	Shares	Sole	2026-08-03
2026-03-31	$19,602,528	66,639	+0.9%	Shares	Sole	2026-04-22
2025-12-31	$21,279,086	66,039	-2.4%	Shares	Sole	2026-01-30
2025-09-30	$21,336,316	67,642	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$19,767,223	68,184	-1.5%	Shares	Sole	2025-09-22
2025-03-31	$16,973,288	69,194	-3.3%	Shares	Sole	2025-09-23
2024-12-31	$17,145,976	71,528	-1.1%	Shares	Sole	2025-09-24
2024-09-30	$15,246,021	72,304	-1.5%	Shares	Sole	2025-09-24
2024-06-30	$14,843,456	73,388	+0.9%	Shares	Sole	2025-09-24
2024-03-31	$14,567,819	72,730	+2.9%	Shares	Sole	2025-09-24
2023-12-31	$12,018,585	70,656	-1.6%	Shares	Sole	2025-10-01
2023-09-30	$10,412,581	71,801	+0.6%	Shares	Sole	2025-10-01
2023-06-30	$10,379,907	71,369	+0.1%	Shares	Sole	2025-10-01
2023-03-31	$9,292,275	71,309	-3.0%	Shares	Sole	2025-10-01
2022-12-31	$9,857,020	73,505	-2.1%	Shares	Sole	2025-10-01
2022-09-30	$7,842,516	75,048	-1.6%	Shares	Sole	2025-10-01
2022-06-30	$8,590,904	76,289	+4.7%	Shares	Sole	2025-10-02
2022-03-31	$9,936,501	72,891	+4.5%	Shares	Sole	2025-10-02
2021-12-31	$11,045,704	69,755	-2.4%	Shares	Sole	2025-10-02
2021-09-30	$11,700,724	71,481	+1.9%	Shares	Sole	2025-10-02
2021-06-30	$10,911,286	70,151	+1.4%	Shares	Sole	2025-10-02
2021-03-31	$10,531,271	69,180	+5.2%	Shares	Sole	2025-10-02
2020-12-31	$8,354,979	65,751	-0.4%	Shares	Sole	2025-10-02
2020-09-30	$6,354,108	66,003	-7.1%	Shares	Sole	2025-10-02
2020-06-30	$6,682,586	71,046	-0.3%	Shares	Sole	2025-10-02
2020-03-31	$6,413,737	71,240	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.