Caldwell Trust Co's ownership history for JPM

Caldwell Trust Co currently holds 67.6K shares with a market value of $21.3M. It started holding JPM on 2019-12-31. At its peak, it held 76.3K shares on 2022-06-30. Its highest holding value was $21.3M on 2025-09-30. At its lowest, it held 65.8K shares on 2020-12-31, with a value of $6.4M on 2020-09-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 1.6K. In the recent year, Caldwell Trust Co has decreased its shares by 4.7K.