Skip to content
Disclosery

AMJB JPMORGAN CHASE FINL CO LLC

Follow

CAL LKD 44 (fund), issuer CIK 19617

70 managers (70 13F filers) reported a position in AMJB shares at 2026-03-31, 12,320,423 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
70
13F filers
70
New
7
Added
24
Reduced
24
Sold out
4
Shares held by filers
12,320,423

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,707,220$128M0.17%13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,161,023$75.8M0.01%-184,00013F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,281,580$38.3M0.25%+85,52013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…594,755$20.6M0.08%-53,59013F-HRTimelineGroup
LPL Financial LLC509,228$17.6M<0.01%+7,23813F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC367,952$12.7M0.67%-67713F-HRTimeline
Waverly Advisors, LLC353,743$12.2M0.09%-77,80013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC342,169$11.8M<0.01%+14,23113F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC330,377$11.3M0.42%+187,08513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.267,872$9.26M0.01%-12,15913F-HRTimelineGroup
FF Advisors,LLC198,481$6.78M2.75%+22,38313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC194,118$6.71M0.06%+47,93713F-HRTimelineGroup
MAI Capital Management171,537$5.93M0.03%-1,93813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP156,522$5.41M0.8%-1,22013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC147,010$5.08M0.65%+2,20013F-HRTimeline
RPg Family Wealth Advisory, LLC120,578$4.17M0.87%new13F-HRTimeline
Risk Paradigm Group, LLC112,148$3.88M3.31%+11,07513F-HRTimeline
EVERETT HARRIS & CO /CA/98,745$3.41M0.04%-2,14513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…92,000$3.18M0.02%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…91,902$3.18M1.67%-17813F-HRTimeline
Americana Partners, LLC70,982$2.45M0.06%+2,43313F-HRTimeline
Argyle Capital Partners, LLC70,604$2.44M1.76%-3,25113F-HRTimeline
My Personal CFO, LLC62,124$2.15M0.94%013F-HRTimeline
UBS Group AGin group UBS Group AG61,700$2.13M<0.01%+61,23213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY55,142$1.91M<0.01%+22013F-HRTimelineGroup
HANCOCK WHITNEY CORP47,005$1.7M0.03%-1,01513F-HRTimeline
Benchmark Financial, LLC48,750$1.69M1.51%+3,71513F-HRTimeline
HighTower Advisors, LLC46,777$1.62M<0.01%+65713F-HRTimeline
Beckerman Institutional, LLC40,324$1.39M0.74%+1,69913F-HRTimeline
Wellspring Financial Advisors, LLC37,224$1.29M0.1%-47613F-HRTimeline
Regal Investment Advisors LLC34,838$1.2M0.07%+48413F-HRTimeline
IFP Advisors, Inc34,683$1.2M0.02%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC34,313$1.19M<0.01%+6,21313F-HRTimelineGroup
CURA WEALTH ADVISORS, LLC31,643$1.09M0.49%013F-HRTimeline
Parkside Financial Bank & Trust27,884$964K0.07%-13,94013F-HRTimeline
WAYSTONE ADVISORS LLC27,202$940K0.84%+5,55813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,620$886K<0.01%-6,49013F-HRTimelineGroup
Creative Planningin group Creative Planning24,575$850K<0.01%-5,24013F-HRTimelineGroup
EVOKE WEALTH, LLC21,841$755K0.01%+10413F-HRTimeline
Pacific Center for Financial Services19,790$684K0.17%+7,23013F-HRTimeline
Steward Partners Investment Advisory, L…18,314$633K<0.01%-1,29213F-HRTimeline
Cetera Investment Advisers17,381$601K<0.01%+70613F-HRTimeline
Crestwood Advisors Group, LLC14,913$516K0.01%-14,31113F-HRTimeline
EAGLE GLOBAL ADVISORS LLC14,770$511K0.02%013F-HRTimeline
North Capital, Inc.12,772$442K0.37%-3613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,589$435K<0.01%+8213F-HRTimelineGroup
Covenant Asset Management, LLC10,955$379K0.08%013F-HRTimeline
Janney Montgomery Scott LLC9,946$344K<0.01%-28413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,051$313K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC8,785$304K<0.01%013F-HRTimeline
Private Capital Management, LLC7,733$267K0.03%-11913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,572$262K<0.01%-1,95213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,430$257K<0.01%+4313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,231$248K<0.01%-6,21813F-HRTimeline
Parallel Advisors, LLC6,280$217K<0.01%+1,22013F-HR/ATimeline
NewEdge Advisors, LLC6,055$209K<0.01%new13F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC5,194$180K0.01%new13F-HRTimeline
Avalon Trust Co4,945$171K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,444$154K<0.01%+3513F-HRTimelineGroup
Elequin Capital, LP3,427$118K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$69.1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,901$65.7K<0.01%-85313F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,407$48.6K<0.01%new13F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH943$32.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA858$29.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA627$22K<0.01%013F-HRTimelineGroup
Arax Advisory Partners516$17.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.348$12K<0.01%-1113F-HRTimeline
WOLFF WIESE MAGANA LLC35$1.21K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$691<0.01%new13F-HRTimeline