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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

57 managers (58 13F filers) reported a position in AMJB shares at 2025-06-30, 12,211,918 shares in all. 3 filers opened a position and 8 filers sold out during the quarter.

Managers
57
13F filers
58
New
3
Added
22
Reduced
24
Sold out
8
Shares held by filers
12,211,918

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,452,951$104M0.19%+56,58513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,880,023$56.9M<0.01%-910,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.954,862$28.9M0.24%+98,23113F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding671,258$20.5M+7,119Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…661,199$20M0.07%+12,45213F-HRTimelineGroup
Waverly Advisors, LLC526,432$15.9M0.17%-8,88813F-HRTimeline
NBW CAPITAL LLC524,155$15.9M3.42%-11,16513F-HRTimeline
LPL Financial LLC448,737$13.6M<0.01%+26,77413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC429,863$13M<0.01%+5,31313F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC379,381$11.5M0.61%-7,25613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY273,570$8.28M<0.01%-666,24813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.263,641$7.98M0.01%-42,75513F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC188,867$5.72M0.06%-5,78513F-HRTimelineGroup
MAI Capital Management187,883$5.69M0.04%-42813F-HRTimeline
FF Advisors,LLC160,225$4.85M2.52%+7,25413F-HRTimeline
EVERETT HARRIS & CO /CA/107,910$3.27M0.04%+18013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC101,485$3.07M0.44%+3,67513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC92,750$2.81M0.44%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.78M0.02%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…90,119$2.73M1.56%+2,45513F-HRTimeline
Parkside Financial Bank & Trust60,266$1.82M0.2%-45,43713F-HRTimeline
Crestwood Advisors Group, LLC58,063$1.76M0.03%-4,45313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,839$1.57M<0.01%+41,64213F-HRTimelineGroup
HighTower Advisors, LLC50,200$1.52M<0.01%-3,99313F-HRTimeline
HANCOCK WHITNEY CORP49,302$1.49M0.03%-1,92413F-HRTimeline
Wellspring Financial Advisors, LLC37,700$1.14M0.11%new13F-HRTimeline
Beckerman Institutional, LLC37,442$1.13M0.75%-53113F-HRTimeline
Regal Investment Advisors LLC37,100$1.12M0.08%-63013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK35,664$1.08M0.01%-54013F-HRTimelineGroup
IFP Advisors, Inc34,363$1.04M0.03%+10,51013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,100$850K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,060$668K0.01%+6,74313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,622$660K<0.01%+1,62413F-HRTimeline
EVOKE WEALTH, LLC21,482$650K0.02%+12313F-HRTimeline
Creative Planningin group Creative Planning16,400$496K<0.01%+1,80813F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC14,750$446K0.02%-22013F-HRTimeline
VestGen Advisors, LLC13,225$400K0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,608$382K<0.01%-17013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,268$371K<0.01%-88,66313F-HRTimelineGroup
Cetera Investment Advisers11,532$349K<0.01%-42213F-HRTimeline
Covenant Asset Management, LLC10,789$326K0.07%013F-HRTimeline
Janney Montgomery Scott LLC9,955$301K<0.01%-2,55213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,098$286K<0.01%+4,79713F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC9,431$285K<0.01%+3,20213F-HRTimelineGroup
Pacific Center for Financial Services9,101$275K0.07%+12613F-HRTimeline
Cresset Asset Management, LLC8,785$266K<0.01%new13F-HR/ATimeline
North Capital, Inc.8,198$248K0.21%-513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,928$240K<0.01%+7213F-HRTimeline
Private Capital Management, LLC7,694$233K0.02%-21513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,420$225K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC5,960$180K0.16%+1,12013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$60.5K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$28.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA695$21K<0.01%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.362$11K<0.01%+21313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA262$8K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.