CALLAN JMB INC. - Common Stock, par value $0.001 per share (CJMB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q3 2025

Type / Class
Equity / Common Stock, par value $0.001 per share
Symbol
CJMB on Nasdaq
Shares outstanding
4,249,545
Price per share
$1.34
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
749,827
Total reported value
$3,658,396
% of total 13F portfolios
0%
Share change
+48,865
Value change
+$238,556
Number of holders
9
Price from insider filings
$1.34
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CALLAN JMB INC. - Common Stock, par value $0.001 per share (CJMB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BARD ASSOCIATES INC 9.3% 0% $1,904,988 412,335 0% BARD ASSOCIATES INC 17 Apr 2025

As of 30 Sep 2025, 9 institutional investors reported holding 749,827 shares of CALLAN JMB INC. - Common Stock, par value $0.001 per share (CJMB). This represents 18% of the company’s total 4,249,545 outstanding shares.

Top 9 Institutional Shareholders

The largest institutional shareholders of CALLAN JMB INC. - Common Stock, par value $0.001 per share (CJMB) together control 18% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BARD ASSOCIATES INC 9.3% 394,635 -0.1% 0.51% $1,925,819
Creative Planning 4% 170,008 +42% 0% $829,639
Cable Car Capital, LP 3.1% 130,862 0% 0.28% $638,607
UBS Group AG 0.64% 27,390 -0.65% 0% $133,663
HighTower Advisors, LLC 0.29% 12,500 0% 0% $61,000
GEODE CAPITAL MANAGEMENT, LLC 0.27% 11,629 -1% 0% $56,749
VALLEY NATIONAL ADVISERS INC 0.05% 2,000 -11% 0% $9,000
Tower Research Capital LLC (TRC) 0.02% 791 -19% 0% $3,860
BANK OF AMERICA CORP /DE/ 0% 12 0% 0% $59

Institutional Holders of CALLAN JMB INC. - Common Stock, par value $0.001 per share (CJMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 749,827 $3,658,396 +$238,556 $4.88 9
2025 Q2 700,962 $3,591,722 +$46,086 $5.12 9
2025 Q1 691,863 $3,106,464 +$3,106,464 $4.49 7