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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

56 managers (57 13F filers) reported a position in AMJB shares at 2025-09-30, 11,786,260 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
56
13F filers
57
New
4
Added
21
Reduced
23
Sold out
2
Shares held by filers
11,786,260

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 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,506,137$104M0.18%+53,18613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,010,023$59.3M<0.01%+130,00013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,076,650$31.8M0.23%+121,78813F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding687,440$20M+16,182Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…642,459$19M0.07%-18,74013F-HRTimelineGroup
Waverly Advisors, LLC508,440$15M0.15%-17,99213F-HRTimeline
LPL Financial LLC490,085$14.5M<0.01%+41,34813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC375,265$11.1M0.56%-4,11613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC339,219$10M<0.01%-90,64413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.287,786$8.5M0.01%+24,14513F-HRTimelineGroup
MAI Capital Management184,639$5.45M0.03%-3,24413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC166,370$4.91M0.05%-22,49713F-HRTimelineGroup
FF Advisors,LLC158,053$4.67M2.23%-2,17213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC133,560$3.94M0.51%+32,07513F-HRTimeline
EVERETT HARRIS & CO /CA/103,120$3.04M0.04%-4,79013F-HRTimeline
Smallwood Wealth Investment Management,…94,901$2.8M1.44%+4,78213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC92,750$2.74M0.36%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.72M0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC70,817$2.09M1.5%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY57,032$1.68M<0.01%-216,53813F-HR/ATimelineGroup
Parkside Financial Bank & Trust52,076$1.54M0.12%-8,19013F-HRTimeline
Crestwood Advisors Group, LLC49,320$1.46M0.02%-8,74313F-HRTimeline
HANCOCK WHITNEY CORP49,148$1.45M0.03%-15413F-HRTimeline
HighTower Advisors, LLC47,460$1.4M<0.01%-2,74013F-HRTimeline
Beckerman Institutional, LLC38,318$1.13M0.67%+87613F-HRTimeline
Wellspring Financial Advisors, LLC37,700$1.11M0.1%013F-HRTimeline
WOLVERINE TRADING, LLC37,420$1.1M0.02%new13F-HRTimeline
Regal Investment Advisors LLC37,144$1.1M0.07%+4413F-HRTimeline
IFP Advisors, Inc35,183$1.04M0.03%+82013F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK33,833$999K0.01%-1,83113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,714$936K<0.01%-20,12513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,100$830K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,023$680K<0.01%+96313F-HRTimeline
EVOKE WEALTH, LLC21,608$638K0.01%+12613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…20,949$608K<0.01%-67313F-HRTimeline
Cetera Investment Advisers18,508$546K<0.01%+6,97613F-HRTimeline
Creative Planningin group Creative Planning14,684$433K<0.01%-1,71613F-HRTimelineGroup
VestGen Advisors, LLC13,758$406K0.01%+53313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC13,680$404K0.02%-1,07013F-HRTimeline
Pacific Center for Financial Services12,560$371K0.09%+3,45913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,507$369K<0.01%-10113F-HRTimelineGroup
Covenant Asset Management, LLC10,789$318K0.06%013F-HRTimeline
Janney Montgomery Scott LLC10,625$314K<0.01%+67013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,457$280K<0.01%+35913F-HRTimelineGroup
Cresset Asset Management, LLC8,785$259K<0.01%013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC8,595$254K<0.01%-83613F-HRTimelineGroup
North Capital, Inc.8,081$239K0.18%-11713F-HRTimeline
Private Capital Management, LLC7,772$229K0.02%+7813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,420$219K<0.01%013F-HRTimelineGroup
Avalon Trust Co4,945$146K0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$59K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$27.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA858$25.3K<0.01%+16313F-HRTimeline
HARBOUR INVESTMENTS, INC.276$8.15K<0.01%-8613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN136$4.01K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA139$4K<0.01%-12313F-HRTimelineGroup