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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

60 managers (61 13F filers) reported a position in AMJB shares at 2024-09-30, 15,429,301 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
61
New
9
Added
18
Reduced
20
Sold out
6
Shares held by filers
15,429,301

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, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,445,000$155M0.01%-140,00013F-HR/ATimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,227,630$91.9M0.16%-71,15913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,021,076$29.1M<0.01%-1,707,06113F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.736,326$21M0.2%+89,28413F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding677,056$19.4M+2,425Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…656,911$18.7M0.07%-27,37913F-HRTimelineGroup
NBW CAPITAL LLC646,714$18.4M3.47%+423,51813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC403,362$11.5M0.65%-9,60513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC374,939$10.7M<0.01%-3,11013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.316,215$9M0.02%+31613F-HRTimelineGroup
Parkside Financial Bank & Trust276,464$7.87M1.1%-96,43813F-HRTimeline
LPL Financial LLC201,806$5.74M<0.01%+151,06313F-HRTimeline
MAI Capital Management185,158$5.27M0.05%-4,41513F-HRTimeline
FF Advisors,LLC149,975$4.36M2.84%+5,83113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC108,060$3.08M0.49%+95013F-HRTimeline
EVERETT HARRIS & CO /CA/106,730$3.04M0.04%+74013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC92,750$2.64M0.41%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.62M0.02%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,969$2.16M<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…63,201$1.8M1.28%+1,16713F-HRTimeline
HighTower Advisors, LLC54,125$1.54M<0.01%-1,00513F-HRTimeline
HANCOCK WHITNEY CORP46,899$1.33M0.04%-15413F-HRTimeline
Regal Investment Advisors LLC46,062$1.31M0.09%-2,18813F-HRTimeline
Kepos Capital LPin group Kepos Capital LP45,470$1.29M0.57%-12,87913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK34,484$981K0.01%+4,65513F-HRTimelineGroup
Beckerman Institutional, LLC32,595$928K0.78%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,440$809K<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,888$765K<0.01%new13F-HRTimelineGroup
Peak Asset Management, LLC25,857$736K0.14%-43213F-HRTimeline
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC22,403$638K<0.01%+48313F-HRTimelineGroup
EVOKE WEALTH, LLC21,936$624K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,255$548K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,921$453K<0.01%-87,54713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,420$439K<0.01%new13F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC15,110$430K0.02%+51013F-HRTimeline
WOLVERINE TRADING, LLC14,593$414K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC11,175$318K<0.01%+63813F-HRTimeline
Covenant Asset Management, LLC10,789$307K0.07%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,600$302K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,249$263K<0.01%+9013F-HRTimeline
Steward Partners Investment Advisory, L…8,962$255K<0.01%-1,66213F-HRTimeline
Cetera Investment Advisers8,868$252K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC8,423$240K0.22%+5,18813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,965$227K<0.01%-32613F-HRTimelineGroup
Private Capital Management, LLC7,763$221K0.02%+7413F-HRTimeline
RAYMOND JAMES & ASSOCIATES7,550$215K<0.01%-48313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,319$123K<0.01%+6613F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,428$69.1K<0.01%-69713F-HRTimelineGroup
Hara Capital LLC2,110$60.1K0.04%new13F-HR/ATimeline
MONTAG A & ASSOCIATES INC2,000$56.9K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,127$32.1K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$26.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA795$22.6K<0.01%+70513F-HRTimeline
JNBA Financial Advisors511$14.5K<0.01%-6313F-HRTimeline
IFP Advisors, Inc250$7.12K<0.01%013F-HRTimeline
Clear Point Advisors Inc.233$6.63K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\222$6.32K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167$4.75K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC52$1.48K<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.