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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

54 managers (55 13F filers) reported a position in AMJB shares at 2024-12-31, 15,286,785 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
54
13F filers
55
New
4
Added
20
Reduced
17
Sold out
9
Shares held by filers
15,286,785

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 & CO5,097,000$150M0.01%-348,00013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,337,595$102M0.18%+109,96513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY938,123$27.7M<0.01%-82,95313F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.822,219$24.3M0.23%+85,89313F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding686,642$20.5M+9,586Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…652,984$19.3M0.07%-3,92713F-HRTimelineGroup
NBW CAPITAL LLC629,471$18.6M3.44%-17,24313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC421,714$12.4M<0.01%+46,77513F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC393,485$11.6M0.67%-9,87713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.314,675$9.29M0.02%-1,54013F-HRTimelineGroup
LPL Financial LLC293,944$8.67M<0.01%+92,13813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC193,473$5.71M0.1%new13F-HRTimelineGroup
MAI Capital Management189,912$5.6M0.04%+4,75413F-HRTimeline
Parkside Financial Bank & Trust174,826$5.16M0.68%-101,63813F-HRTimeline
FF Advisors,LLC142,495$4.31M2.96%-7,48013F-HRTimeline
EVERETT HARRIS & CO /CA/109,830$3.24M0.04%+3,10013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC96,810$2.86M0.46%-11,25013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC92,750$2.74M0.47%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.71M0.02%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…85,769$2.53M1.75%+22,56813F-HRTimeline
HighTower Advisors, LLC54,131$1.6M<0.01%+613F-HRTimeline
HANCOCK WHITNEY CORP49,380$1.46M0.05%+2,48113F-HRTimeline
Kepos Capital LPin group Kepos Capital LP44,400$1.31M1.13%-1,07013F-HRTimelineGroup
Regal Investment Advisors LLC42,787$1.26M0.09%-3,27513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…35,361$1.04M<0.01%+16,10613F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK35,084$1.04M0.01%+60013F-HRTimelineGroup
Beckerman Institutional, LLC33,619$992K0.79%+1,02413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,440$839K<0.01%013F-HRTimelineGroup
Peak Asset Management, LLC24,274$716K0.13%-1,58313F-HRTimeline
EVOKE WEALTH, LLC21,246$627K0.02%-69013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,420$455K<0.01%013F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC14,970$442K0.02%-14013F-HRTimeline
Creative Planningin group Creative Planning13,195$389K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,728$376K<0.01%13F-HR/ATimelineGroup
Janney Montgomery Scott LLC11,035$326K<0.01%-14013F-HRTimeline
Steward Partners Investment Advisory, L…10,848$320K<0.01%+1,88613F-HRTimeline
Covenant Asset Management, LLC10,789$318K0.07%013F-HRTimeline
Cetera Investment Advisers10,279$303K<0.01%+1,41113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,335$275K<0.01%+8613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,439$249K<0.01%-7,48213F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,426$249K<0.01%+46113F-HR/ATimelineGroup
Private Capital Management, LLC7,835$231K0.02%+7213F-HRTimeline
MeadowBrook Investment Advisors LLC6,358$188K0.17%-2,06513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,421$130K<0.01%+10213F-HR/ATimelineGroup
Hara Capital LLC2,110$62.3K0.04%013F-HR/ATimeline
MONTAG A & ASSOCIATES INC2,000$59K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,127$33.3K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$27.8K0.01%013F-HRTimeline
Greenline Partners, LLC840$24.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA795$23.5K<0.01%013F-HRTimeline
IFP Advisors, Inc250$7.38K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.151$4.46K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC52$1.53K<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.