Q3 2025 13F Holders as of 9/30/2025
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Type / Class
-
Equity / CAL LKD 44
-
Number of holders
-
56
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Total 13F shares, excl. options
-
11.8M
-
Shares change
-
+106K
-
Total reported value, excl. options
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$347M
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Value change
-
+$3.12M
-
Number of buys
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25
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Number of sells
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-25
-
Price
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$29.52
Significant Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q3 2025
58 filings reported holding AMJB - JPMORGAN CHASE & CO - CAL LKD 44 as of Q3 2025.
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) has 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.8M shares
.
Largest 10 shareholders include CIBC Private Wealth Group LLC (3.51M shares), JPMORGAN CHASE & CO (2.01M shares), Equitable Holdings, Inc. (1.08M shares), KEYBANK NATIONAL ASSOCIATION/OH (642K shares), Waverly Advisors, LLC (508K shares), NICOLET ADVISORY SERVICES, LLC (492K shares), LPL Financial LLC (490K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (375K shares), GOLDMAN SACHS GROUP INC (339K shares), and Baird Financial Group, Inc. (288K shares).
This table shows the top 56 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.