Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
JPM holding history
JPMorgan Chase & Co in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
JPM overviewAll 13F holders of JPMFull Q2 2025 holdings
- Shares (Q2 2025)
- 300
- Value
- $87.0K
- % of portfolio
- <0.1%
- Quarters held
- 3
- Since Q4 2024