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Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

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CAL LKD 44 (fund), issuer CIK 19617

67 managers (68 13F filers) reported a position in AMJB shares at 2025-12-31, 12,142,896 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
67
13F filers
68
New
10
Added
19
Reduced
25
Sold out
2
Shares held by filers
12,142,896

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,469,458$104M0.18%-36,67913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,345,023$70.1M<0.01%+335,00013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,196,060$35.8M0.24%+119,41013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…648,345$19.4M0.07%+5,88613F-HRTimelineGroup
LPL Financial LLC501,990$15M<0.01%+11,90513F-HRTimeline
Waverly Advisors, LLC431,543$12.9M0.1%-76,89713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC368,629$11M0.57%-6,63613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding355,053$10.8M-332,387Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC327,938$9.81M<0.01%-11,28113F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.280,031$8.38M0.01%-7,75513F-HRTimelineGroup
FF Advisors,LLC176,098$5.27M2.35%+18,04513F-HRTimeline
MAI Capital Management173,475$5.19M0.03%-11,16413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP157,742$4.72M0.68%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC146,181$4.37M0.04%-20,18913F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC144,810$4.33M0.53%+11,25013F-HRTimeline
Risk Paradigm Group, LLC101,073$3.02M2.91%13F-HRTimeline
EVERETT HARRIS & CO /CA/100,890$3.02M0.04%-2,23013F-HRTimeline
Smallwood Wealth Investment Management,…92,080$2.75M1.44%-2,82113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$2.75M0.02%013F-HRTimelineGroup
Argyle Capital Partners, LLC73,855$2.21M1.61%+3,03813F-HRTimeline
Americana Partners, LLC68,549$2.05M0.06%new13F-HRTimeline
My Personal CFO, LLC62,124$1.86M0.78%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY54,922$1.64M<0.01%-2,11013F-HR/ATimelineGroup
HANCOCK WHITNEY CORP48,020$1.44M0.03%-1,12813F-HRTimeline
HighTower Advisors, LLC46,120$1.38M<0.01%-1,34013F-HRTimeline
Benchmark Financial, LLC45,035$1.35M1.34%13F-HRTimeline
Parkside Financial Bank & Trust41,824$1.25M0.09%-10,25213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,567$1.21M<0.01%+8,85313F-HRTimelineGroup
Beckerman Institutional, LLC38,625$1.16M0.65%+30713F-HRTimeline
Wellspring Financial Advisors, LLC37,700$1.13M0.09%013F-HRTimeline
IFP Advisors, Inc34,683$1.04M0.02%-50013F-HRTimeline
Regal Investment Advisors LLC34,354$1.03M0.06%-2,79013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,110$960K0.01%-1,72313F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC31,643$946K0.36%new13F-HRTimeline
Creative Planningin group Creative Planning29,815$892K<0.01%+15,13113F-HRTimelineGroup
Crestwood Advisors Group, LLC29,224$874K0.01%-20,09613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,100$840K<0.01%013F-HRTimelineGroup
EVOKE WEALTH, LLC21,737$650K0.01%+12913F-HRTimeline
WAYSTONE ADVISORS LLC21,644$647K0.56%13F-HRTimeline
Steward Partners Investment Advisory, L…19,606$586K<0.01%-3,41713F-HRTimeline
Cetera Investment Advisers16,675$499K<0.01%-1,83313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,770$442K0.02%+1,09013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,449$401K<0.01%-7,50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,348$399K<0.01%new13F-HRTimelineGroup
North Capital, Inc.12,808$383K0.33%+4,72713F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,507$374K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services12,560$371K0.09%013F-HRTimeline
Covenant Asset Management, LLC10,955$328K0.06%+16613F-HRTimeline
Janney Montgomery Scott LLC10,230$306K<0.01%-39513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,524$285K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,051$271K<0.01%+1,63113F-HR/ATimelineGroup
Cresset Asset Management, LLC8,785$263K<0.01%013F-HRTimeline
Ethos Capital Management, Inc.8,449$253K0.24%13F-HRTimeline
Private Capital Management, LLC7,852$235K0.02%+8013F-HRTimeline
Mariner, LLCin group Mariner, LLC7,387$221K<0.01%-1,20813F-HRTimelineGroup
Parallel Advisors, LLC5,060$151K<0.01%new13F-HRTimeline
Avalon Trust Co4,945$148K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,409$132K<0.01%-5,04813F-HRTimelineGroup
Elequin Capital, LP3,427$103K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,754$82.4K<0.01%+2,61813F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,000$59.8K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$28.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA858$25.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA627$19K<0.01%+48813F-HRTimelineGroup
UBS Group AGin group UBS Group AG468$14K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.359$10.7K<0.01%+8313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20$598<0.01%new13F-HRTimelineGroup