Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
JPM holding history
JPMorgan Chase & Co in every 13F filed by Caliber Wealth Management, 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 Q1 2024 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −3,779−100.0% | Sold out | Holders |
| Q1 2023 | 3,779 | $492.4K | 0.4% | −11,770−75.7% | Reduced | Holders |
| Q4 2022 | 15,549 | $2.09M | 1.6% | +11+0.1% | Added | Holders |
| Q3 2022 | 15,538 | $1.62M | 1.3% | +31+0.2% | Added | Holders |
| Q2 2022 | 15,507 | $1.75M | 1.4% | +162+1.1% | Added | Holders |
| Q1 2022 | 15,345 | $2.09M | 1.3% | +1,499+10.8% | Added | Holders |
| Q4 2021 | 13,846 | $2.19M | 1.5% | +2,879+26.3% | Added | Holders |
| Q3 2021 | 10,967 | $1.83M | 1.3% | +2,597+31.0% | Added | Holders |
| Q2 2021 | 8,370 | $1.30M | 0.9% | +8,370 | New | Holders |