- Type / Class
- Equity / CAL LKD 44
- Total 13F shares
- 15,286,733
- Share change
- -125,291
- Total reported value
- $454,653,935
- Price per share
- $29.51
- Number of holders
- 53
- Value change
- -$3,455,550
- Number of buys
- 24
- Number of sells
- 26
Quarterly Holders Quick Answers
What is CUSIP 48133Q309?
CUSIP 48133Q309 identifies AMJB - JPMORGAN CHASE & CO - CAL LKD 44 in SEC institutional holdings data.
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Open the full security ownership history page.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 48133Q309:
Top shareholders of AMJB - JPMORGAN CHASE & CO - CAL LKD 44 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
272,150,400
|
$57,385,633,344 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
202,423,747
|
$42,683,071,305 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
126,079,362
|
$26,585,094,271 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
70,237,964
mixed-class rows
|
$14,624,133,253 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
58,344,186
|
$12,258,345,557 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
50,049,940
|
$10,553,530,289 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
48,329,287
|
$10,190,713,554 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
35,827,855
|
$7,554,661,505 | — | 30 Sep 2024 | |
| Capital World Investors |
13F
|
Company |
—
class O/S missing
|
34,364,675
|
$7,246,088,677 | — | 30 Sep 2024 | |
| Capital International Investors |
13F
|
Company |
—
class O/S missing
|
33,771,923
|
$7,120,952,690 | — | 30 Sep 2024 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
30,101,769
|
$6,347,260,000 | — | 30 Sep 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
29,799,521
|
$6,283,526,998 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
29,330,529
|
$6,184,635,345 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
25,159,942
|
$5,305,225,218 | — | 30 Sep 2024 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
—
class O/S missing
|
24,940,912
|
$5,259,040,704 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
24,483,210
mixed-class rows
|
$5,162,499,204 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
24,134,687
|
$5,089,040,000 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
23,034,175
|
$4,857,306,449 | — | 30 Sep 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
21,852,881
|
$4,607,663,722 | — | 30 Sep 2024 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
20,926,984
|
$4,412,663,287 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
20,031,941
|
$4,223,885,218 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
19,111,306
mixed-class rows
|
$4,029,367,116 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
19,283,196
mixed-class rows
|
$3,997,665,829 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
18,387,232
|
$3,877,119,799 | — | 30 Sep 2024 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
16,784,272
|
$3,539,131,852 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
16,309,365
|
$3,438,992,766 | — | 30 Sep 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
15,073,193
|
$3,338,954,950 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
15,084,919
|
$3,180,806,021 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
13,444,967
|
$2,835,005,633 | — | 30 Sep 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
12,555,619
|
$2,647,477,824 | — | 30 Sep 2024 | |
| James S. Crown |
3/4/5
|
Director |
—
class O/S missing
|
12,415,411
|
$2,063,379,181 | — | 03 Feb 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
9,654,858
|
$2,035,774,431 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
mixed-class rows
|
9,216,752
mixed-class rows
|
$1,942,066,998 | — | 30 Sep 2024 | |
| BARCLAYS PLC |
13F
|
Company |
—
mixed-class rows
|
9,096,753
mixed-class rows
|
$1,918,131,854 | — | 30 Sep 2024 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
8,659,369
|
$1,830,229,952 | — | 30 Sep 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
8,328,588
|
$1,753,167,735 | — | 30 Sep 2024 | |
| Sanders Capital, LLC |
13F
|
Company |
—
class O/S missing
|
8,194,767
|
$1,727,948,570 | — | 30 Sep 2024 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
8,132,911
|
$1,714,880,925 | — | 30 Sep 2024 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
8,105,115
|
$1,704,900,686 | — | 30 Sep 2024 | |
| Clearbridge Investments, LLC |
13F
|
Company |
—
class O/S missing
|
7,264,820
|
$1,531,859,964 | — | 30 Sep 2024 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
7,017,646
|
$1,479,740,836 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
7,016,298
|
$1,479,456,638 | — | 30 Sep 2024 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
6,893,184
|
$1,453,496,879 | — | 30 Sep 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
—
class O/S missing
|
6,531,055
|
$1,377,138,257 | — | 30 Sep 2024 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
6,470,897
|
$1,364,453,341 | — | 30 Sep 2024 | |
| Amundi |
13F
|
Individual |
—
class O/S missing
|
6,282,239
|
$1,323,981,947 | — | 30 Sep 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
5,981,361
|
$1,261,229,780 | — | 30 Sep 2024 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
mixed-class rows
|
6,181,158
mixed-class rows
|
$1,245,681,485 | — | 30 Sep 2024 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,906,710
|
$1,245,489,000 | — | 30 Sep 2024 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,824,289
|
$1,228,109,746 | — | 30 Sep 2024 |
Institutional Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q4 2024
As of 31 Dec 2024,
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) was held by
53 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
15,286,733 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, CIBC Private Wealth Group LLC, MORGAN STANLEY, Equitable Holdings, Inc., KEYBANK NATIONAL ASSOCIATION/OH, NBW CAPITAL LLC, NICOLET ADVISORY SERVICES, LLC, GOLDMAN SACHS GROUP INC, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, and Baird Financial Group, Inc..
This page lists
54
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
59
Q4 2024 holders
53
Holder diff
-6
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.