Latest Period
Q4 2025
- Info
- Portfolio
- Significant Ownership
- Insider Ownership
- Insider Trading
- Financials
- Holders: JPM, AMJB, VYLD
Security Snapshot
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) Institutional Ownership
CUSIP: 48133Q309
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
68
Shares (Excl. Options)
12,142,896
Price
$29.91
- Type / Class
- Equity / CAL LKD 44
- Symbol
- AMJB on NYSE
- Price per share
- $34.26
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 12,142,896
- Total reported value
- $363,401,181
- % of total 13F portfolios
- 0%
- Share change
- +217,855
- Value change
- +$6,276,246
- Number of holders
- 68
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- AMJB - JPMORGAN CHASE & CO - CAL LKD 44 is tracked under CUSIP 48133Q309.
- 68 institutions reported positions in Q4 2025.
- Schedule 13D/13G significant owner rows are not currently available.
What Changed
- Holder count moved from 68 to 1 between Q4 2025 and Q1 2026.
- Reported value moved from $363,401,181 to $247,734.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Official SEC Source
Backed by Form 13F
Ownership context comes from SEC Form 13F and, when available, Schedule 13D/13G filings.
See Original FilingInvestment Quick Answers
What is CUSIP 48133Q309?
CUSIP 48133Q309 identifies AMJB - JPMORGAN CHASE & CO - CAL LKD 44 in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Continue Investment Research
- Latest 13F filings for new institutional portfolio disclosures.
- Latest Schedule 13D/13G reports for activist and beneficial ownership updates.
- Latest 10-Q/10-K reports to cross-check issuer fundamentals.
- Recent insider transactions for management buying/selling context.
- SEC investors directory and top value investors for manager-level discovery.
- All institutional ownership pages to compare adjacent CUSIP pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 48133Q309:
As of 31 Dec 2025, 68 institutional investors reported holding 12,142,896 shares of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB).
Institutional Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 7,231 | $247,734 | -$465,742 | $34.26 | 1 |
| 2025 Q4 | 12,142,896 | $363,401,181 | +$6,276,246 | $29.91 | 68 |
| 2025 Q3 | 11,786,260 | $347,668,497 | +$3,119,953 | $29.52 | 57 |
| 2025 Q2 | 12,203,133 | $369,517,688 | -$46,760,288 | $30.26 | 56 |
| 2025 Q1 | 13,743,755 | $426,537,143 | -$50,910,446 | $32.48 | 62 |
| 2024 Q4 | 15,286,733 | $454,653,935 | -$3,455,550 | $29.51 | 53 |
| 2024 Q3 | 15,429,249 | $439,361,591 | -$45,729,738 | $28.46 | 59 |
| 2024 Q2 | 17,105,746 | $495,734,755 | +$378,574,821 | $28.94 | 56 |
| 2024 Q1 | 4,047,145 | $115,345,094 | +$115,345,094 | $28.54 | 2 |