Callahan Advisors, LLC

SEC CIK: 0001395055
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Callahan Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 94,588
Value: $31.0M
% of portfolio: 2.3%
Quarters held: 22; Since Q1 2021

Holdings of JPM by Callahan Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	94,588	$31.0M	2.3%	−820−0.9%	Reduced	Holders
Q1 2026	95,408	$28.1M	2.3%	−1,165−1.2%	Reduced	Holders
Q4 2025	96,573	$31.1M	2.6%	−1,240−1.3%	Reduced	Holders
Q3 2025	97,813	$30.9M	2.6%	−1,199−1.2%	Reduced	Holders
Q2 2025	99,012	$28.7M	2.6%	−1,531−1.5%	Reduced	Holders
Q1 2025	100,543	$24.7M	2.4%	−7,572−7.0%	Reduced	Holders
Q4 2024	108,115	$25.9M	2.4%	−7,672−6.6%	Reduced	Holders
Q3 2024	115,787	$24.4M	2.4%	−9,315−7.4%	Reduced	Holders
Q2 2024	125,102	$25.3M	2.6%	−8,843−6.6%	Reduced	Holders
Q1 2024	133,945	$26.8M	2.8%	−4,976−3.6%	Reduced	Holders
Q4 2023	138,921	$23.6M	2.7%	+1,361+1.0%	Added	Holders
Q3 2023	137,560	$19.9M	2.5%	+362+0.3%	Added	Holders
Q2 2023	137,198	$20.0M	2.4%	+4,569+3.4%	Added	Holders
Q1 2023	132,629	$17.3M	2.2%	−529−0.4%	Reduced	Holders
Q4 2022	133,158	$17.9M	2.4%	+811+0.6%	Added	Holders
Q3 2022	132,347	$13.8M	2.0%	+1,152+0.9%	Added	Holders
Q2 2022	131,195	$14.8M	2.0%	+2,201+1.7%	Added	Holders
Q1 2022	128,994	$17.6M	2.0%	+2,574+2.0%	Added	Holders
Q4 2021	126,420	$20.0M	2.2%	+1,761+1.4%	Added	Holders
Q3 2021	124,659	$20.4M	2.6%	+1,517+1.2%	Added	Holders
Q2 2021	123,142	$19.2M	2.4%	−484−0.4%	Reduced	Holders
Q1 2021	123,626	$18.8M	2.5%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.