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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

62 managers (63 13F filers) reported a position in AMJB shares at 2025-03-31, 13,743,755 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
62
13F filers
63
New
8
Added
24
Reduced
20
Sold out
2
Shares held by filers
13,743,755

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,396,366$93M0.2%+58,77113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,790,023$90.6M0.01%-2,306,97713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY939,818$30.5M<0.01%+1,69513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.856,631$27.8M0.26%+34,41213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…648,747$21.1M0.08%-4,23713F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding664,139$19.5M-22,503Timeline
NBW CAPITAL LLC535,320$17.4M3.86%-94,15113F-HRTimeline
Waverly Advisors, LLC535,320$17.4M0.21%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC424,550$13.8M<0.01%+2,83613F-HR/ATimelineGroup
LPL Financial LLC421,963$13.7M0.01%+128,01913F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC386,637$12.6M0.72%-6,84813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.306,396$9.95M0.02%-8,27913F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC194,652$6.32M0.09%+1,17913F-HRTimelineGroup
MAI Capital Management188,311$6.12M0.05%-1,60113F-HRTimeline
FF Advisors,LLC152,971$4.53M2.6%+10,47613F-HRTimeline
EVERETT HARRIS & CO /CA/107,730$3.5M0.04%-2,10013F-HRTimeline
Parkside Financial Bank & Trust105,703$3.43M0.44%-69,12313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC100,931$3.28M<0.01%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC97,810$3.18M0.52%+1,00013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC92,750$3.01M0.49%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.99M0.03%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…87,664$2.85M1.79%+1,89513F-HRTimeline
Crestwood Advisors Group, LLC62,516$2.03M0.04%new13F-HRTimeline
HighTower Advisors, LLC54,193$1.76M<0.01%+6213F-HRTimeline
HANCOCK WHITNEY CORP51,226$1.66M0.05%+1,84613F-HRTimeline
Beckerman Institutional, LLC37,973$1.23M0.89%+4,35413F-HRTimeline
Regal Investment Advisors LLC37,730$1.23M0.1%-5,05713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK36,204$1.18M0.01%+1,12013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,100$913K<0.01%-34013F-HRTimelineGroup
WOLVERINE TRADING, LLC24,323$793K0.03%new13F-HRTimeline
IFP Advisors, Inc23,853$775K0.02%+23,60313F-HRTimeline
EVOKE WEALTH, LLC21,359$694K0.02%+11313F-HRTimeline
Peak Asset Management, LLC20,138$654K0.12%-4,13613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,998$650K<0.01%-15,36313F-HRTimeline
Steward Partners Investment Advisory, L…15,317$497K<0.01%+4,46913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,970$486K0.02%013F-HRTimeline
Creative Planningin group Creative Planning14,592$474K<0.01%+1,39713F-HRTimelineGroup
VestGen Advisors, LLC13,225$430K0.02%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,778$415K<0.01%+5013F-HRTimelineGroup
Janney Montgomery Scott LLC12,507$406K<0.01%+1,47213F-HRTimeline
Cetera Investment Advisers11,954$388K<0.01%+1,67513F-HRTimeline
Covenant Asset Management, LLC10,789$350K0.09%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,197$331K<0.01%+1,75813F-HRTimelineGroup
Pacific Center for Financial Services8,975$292K0.08%+7,84813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.8,745$284K<0.01%+31913F-HRTimelineGroup
North Capital, Inc.8,203$266K0.25%13F-HRTimeline
Private Capital Management, LLC7,909$257K0.03%+7413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,856$255K<0.01%-1,47913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,420$241K<0.01%-8,00013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,445$209K<0.01%new13F-HRTimelineGroup
&PARTNERS6,246$204K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,229$202K<0.01%new13F-HRTimelineGroup
MeadowBrook Investment Advisors LLC4,840$157K0.15%-1,51813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,301$140K<0.01%-12013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,000$65K<0.01%013F-HRTimeline
Hara Capital LLC985$32K0.02%-1,12513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$30.6K0.01%013F-HRTimeline
Greenline Partners, LLC840$27.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA795$25.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\500$16.2K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.149$4.84K<0.01%-213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.