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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

72 managers (72 13F filers) reported a position in AMJB shares at 2026-06-30, 12,505,753 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
72
13F filers
72
New
5
Added
26
Reduced
23
Sold out
3
Shares held by filers
12,505,753

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,983,296$137M0.17%+276,07613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,907,023$65.7M<0.01%-254,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,380,520$47.6M0.28%+98,94013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…599,629$20.7M0.07%+4,87413F-HRTimelineGroup
LPL Financial LLC530,493$18.3M<0.01%+21,26513F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC364,721$12.6M0.7%-3,23113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC322,369$11M0.35%-8,00813F-HRTimelineGroup
Waverly Advisors, LLC319,590$11M0.06%-34,15313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC311,777$10.8M<0.01%-30,39213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.271,646$9.37M0.01%+3,77413F-HRTimelineGroup
FF Advisors,LLC203,102$7M2.62%+4,62113F-HRTimeline
MAI Capital Management189,489$6.54M0.02%+17,95213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC167,115$5.76M0.04%-27,00313F-HRTimelineGroup
RPg Family Wealth Advisory, LLC165,639$5.71M0.95%+45,06113F-HR/ATimeline
NOESIS CAPITAL MANGEMENT CORP157,497$5.43M0.65%+97513F-HRTimeline
Risk Paradigm Group, LLC150,358$5.19M4.07%+38,21013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC142,795$4.92M0.56%-4,21513F-HRTimeline
EVERETT HARRIS & CO /CA/99,310$3.43M0.04%+56513F-HRTimeline
Smallwood Wealth Investment Management,…93,326$3.22M1.41%+1,42413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$3.17M0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC74,702$2.58M1.62%+4,09813F-HRTimeline
Americana Partners, LLC73,667$2.54M0.06%+2,68513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY63,569$2.19M<0.01%+8,42713F-HRTimelineGroup
My Personal CFO, LLC62,084$2.14M0.84%-4013F-HRTimeline
UBS Group AGin group UBS Group AG61,845$2.13M<0.01%+14513F-HRTimelineGroup
Benchmark Financial, LLC48,654$1.68M1.37%-9613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,205$1.46M<0.01%new13F-HRTimelineGroup
Beckerman Institutional, LLC41,857$1.44M0.69%+1,53313F-HRTimeline
HighTower Advisors, LLC41,213$1.42M<0.01%-5,56413F-HRTimeline
HANCOCK WHITNEY CORP40,925$1.41M0.02%-6,08013F-HRTimeline
Wellspring Financial Advisors, LLC37,224$1.28M0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC35,043$1.21M<0.01%+73013F-HRTimelineGroup
Regal Investment Advisors LLC34,710$1.2M0.06%-12813F-HRTimeline
IFP Advisors, Inc34,383$1.19M0.02%-30013F-HRTimeline
CURA WEALTH ADVISORS, LLC31,143$1.07M0.46%-50013F-HRTimeline
WAYSTONE ADVISORS LLC26,418$911K0.68%-78413F-HRTimeline
Creative Planningin group Creative Planning24,575$848K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK20,547$709K<0.01%-5,07313F-HRTimelineGroup
NewEdge Advisors, LLC20,355$702K<0.01%+14,30013F-HRTimeline
Pacific Center for Financial Services20,059$692K0.15%+26913F-HRTimeline
Steward Partners Investment Advisory, L…18,258$630K<0.01%-5613F-HRTimeline
Cetera Investment Advisers17,648$609K<0.01%+26713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,770$509K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,999$483K<0.01%+1,41013F-HRTimelineGroup
North Capital, Inc.12,582$434K0.33%-19013F-HRTimeline
Stonebridge Financial Group, LLC/CA12,108$417K0.06%13F-HRTimeline
Cambridge Investment Research Advisors,…11,652$402K<0.01%new13F-HR/ATimeline
Covenant Asset Management, LLC10,955$378K0.07%013F-HRTimeline
Janney Montgomery Scott LLC10,744$371K<0.01%+79813F-HRTimeline
Activest Wealth Management9,392$324K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,079$313K<0.01%+2813F-HRTimelineGroup
Cresset Asset Management, LLC8,785$303K<0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,698$268K<0.01%+46713F-HRTimeline
Private Capital Management, LLC7,343$253K0.02%-39013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,324$253K<0.01%-10613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,235$250K<0.01%-33713F-HRTimelineGroup
Crestwood Advisors Group, LLC6,818$235K<0.01%-8,09513F-HRTimeline
FIRST HORIZON CORP6,171$213K0.01%new13F-HRTimeline
Parallel Advisors, LLC5,660$195K<0.01%-62013F-HRTimeline
Avalon Trust Co4,945$171K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,444$153K<0.01%013F-HRTimelineGroup
Elequin Capital, LP3,427$118K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$69K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,407$48.5K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\970$33.5K<0.01%new13F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$32.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA858$29.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA627$22K<0.01%013F-HRTimelineGroup
Arax Advisory Partners635$21.9K<0.01%+11913F-HRTimeline
HARBOUR INVESTMENTS, INC.348$12K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC35$1.21K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$690<0.01%013F-HRTimeline