Caldwell Investment Management Ltd.'s ownership history for JPM

Caldwell Investment Management Ltd. currently holds 4.1K shares with a market value of $1.2M. It started holding JPM on 2024-09-30. At its peak, it held 12.7K shares on 2025-03-31. Its highest holding value was $4.1M on 2025-12-31. At its lowest, it held 4.1K shares on 2026-03-31, with a value of $1.2M on 2026-03-31. In the recent 180 days, Caldwell Investment Management Ltd. has decreased its shares by 8.6K. In the recent year, Caldwell Investment Management Ltd. has decreased its shares by 8.6K.