- Type / Class
- Equity / CAL LKD 44
- Total 13F shares
- 12,203,133
- Share change
- -1,540,622
- Total reported value
- $369,517,688
- Price per share
- $30.26
- Number of holders
- 56
- Value change
- -$46,760,288
- Number of buys
- 24
- Number of sells
- 32
Quarterly Holders Quick Answers
What is CUSIP 48133Q309?
CUSIP 48133Q309 identifies AMJB - JPMORGAN CHASE & CO - CAL LKD 44 in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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
|
272,796,588
|
$66,917,003,037 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
208,215,538
|
$51,075,271,576 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
127,518,423
|
$31,280,269,162 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
70,294,602
mixed-class rows
|
$17,043,254,855 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
60,829,111
|
$14,873,876,354 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
47,585,655
|
$11,672,761,223 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
47,005,308
|
$11,530,402,042 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
33,118,098
|
$8,123,869,441 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
28,907,315
|
$7,090,966,000 | — | 31 Mar 2025 | |
| Capital International Investors |
13F
|
Company |
—
class O/S missing
|
28,778,237
|
$7,057,999,732 | — | 31 Mar 2025 | |
| Capital World Investors |
13F
|
Company |
—
class O/S missing
|
25,178,569
|
$6,175,932,774 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
24,801,153
|
$6,083,722,742 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
23,997,430
|
$5,886,569,576 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
23,865,573
|
$5,854,225,057 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
23,341,904
|
$5,725,769,000 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
22,419,005
|
$5,500,149,455 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
21,966,473
|
$5,388,375,827 | — | 31 Mar 2025 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
21,395,315
|
$5,248,263,166 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
20,098,773
|
$4,929,516,908 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
20,316,532
mixed-class rows
|
$4,893,292,327 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
19,846,063
|
$4,867,836,104 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
18,950,050
|
$4,648,447,267 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
18,441,044
|
$4,523,588,094 | — | 31 Mar 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
18,369,132
|
$4,505,948,354 | — | 31 Mar 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
—
class O/S missing
|
18,197,070
|
$4,463,741,270 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
16,195,706
|
$3,972,806,621 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
14,630,945
mixed-class rows
|
$3,586,251,761 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
13,754,558
|
$3,373,993,104 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
13,252,097
|
$3,250,739,394 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
12,059,533
|
$2,958,203,447 | — | 31 Mar 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
10,938,032
|
$2,683,099,249 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
8,843,276
|
$2,168,454,860 | — | 31 Mar 2025 | |
| James S. Crown |
3/4/5
|
Director |
—
class O/S missing
|
12,415,411
|
$2,063,379,181 | — | 03 Feb 2023 | |
| Sanders Capital, LLC |
13F
|
Company |
—
class O/S missing
|
7,765,918
|
$1,904,979,685 | — | 31 Mar 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
7,491,760
|
$1,832,072,633 | — | 31 Mar 2025 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
7,447,784
|
$1,826,939,828 | — | 31 Mar 2025 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
7,352,967
|
$1,800,719,718 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
7,077,702
|
$1,736,160,216 | — | 31 Mar 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
6,789,550
|
$1,665,476,549 | — | 31 Mar 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
6,721,963
|
$1,648,897,524 | — | 31 Mar 2025 | |
| Clearbridge Investments, LLC |
13F
|
Company |
—
class O/S missing
|
6,267,625
|
$1,537,413,623 | — | 31 Mar 2025 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
mixed-class rows
|
6,412,766
mixed-class rows
|
$1,507,844,410 | — | 31 Mar 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
6,099,772
|
$1,496,274,072 | — | 31 Mar 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
5,938,814
|
$1,456,791,074 | — | 31 Mar 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
—
class O/S missing
|
5,903,964
|
$1,433,777,659 | — | 31 Mar 2025 | |
| THORNBURG INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
577,895
|
$1,417,576,435 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
5,495,204
|
$1,347,973,541 | — | 31 Mar 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,441,020
|
$1,334,681,000 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,418,498
|
$1,329,157,608 | — | 31 Mar 2025 | |
| Amundi |
13F
|
Individual |
—
class O/S missing
|
5,766,026
|
$1,318,638,444 | — | 31 Mar 2025 |
Institutional Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q2 2025
As of 30 Jun 2025,
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,203,133 shares.
The largest 10 holders included
CIBC Private Wealth Group LLC, JPMORGAN CHASE & CO, Equitable Holdings, Inc., KEYBANK NATIONAL ASSOCIATION/OH, Waverly Advisors, LLC, NBW CAPITAL LLC, NICOLET ADVISORY SERVICES, LLC, LPL Financial LLC, GOLDMAN SACHS GROUP INC, and OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
62
Q2 2025 holders
56
Holder diff
-6
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.