Security key
48133Q309
- Type / Class
- Equity / CAL LKD 44
- Total 13F shares
- 12,142,896
- Share change
- +217,855
- Total reported value
- $363,401,181
- Price per share
- $29.91
- Number of holders
- 68
- Value change
- +$6,276,246
- Number of buys
- 29
- Number of sells
- 27
Report period
Q4 2025
Institutions
68
Top holders
10
AMJB full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
JPMORGAN CHASE & CO SEC filings
JPMORGAN CHASE & CO company facts
JPMORGAN CHASE & CO 13D/G history
Broader feeds
Reporting periods
Holder history for CUSIP 48133Q309
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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
|
265,894,595
|
$83,871,132,101 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
class O/S missing
|
209,192,010
|
$65,985,435,862 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
125,197,964
|
$39,491,193,785 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
65,502,879
mixed-class rows
|
$20,645,268,165 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
61,281,705
|
$19,258,439,564 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
57,753,120
|
$18,217,066,545 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
—
class O/S missing
|
38,737,252
|
$12,218,891,616 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
32,358,315
|
$10,206,783,301 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
—
class O/S missing
|
29,017,871
|
$9,153,108,000 | — | 30 Sep 2025 | |
| Capital International Investors |
13F
|
Company |
—
class O/S missing
|
28,135,426
|
$8,874,907,501 | — | 30 Sep 2025 | |
| Capital World Investors |
13F
|
Company |
—
class O/S missing
|
24,095,284
|
$7,600,418,543 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
23,956,865
mixed-class rows
|
$7,556,675,000 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
23,226,076
mixed-class rows
|
$7,326,162,367 | — | 30 Sep 2025 | |
| Capital Research Global Investors |
13F
|
Company |
—
class O/S missing
|
23,014,353
|
$7,259,418,965 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
22,229,899
|
$7,011,977,059 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
22,505,659
mixed-class rows
|
$7,001,973,777 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
20,952,251
|
$6,611,895,942 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
19,561,246
|
$6,170,203,826 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
18,908,978
|
$5,964,458,928 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
18,817,462
|
$5,935,645,840 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
18,693,071
|
$5,896,361,680 | — | 30 Sep 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
16,634,269
|
$5,246,947,470 | — | 30 Sep 2025 | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ |
13F
|
Company |
—
class O/S missing
|
16,415,684
|
$5,177,999,204 | — | 30 Sep 2025 | |
| Fisher Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
15,722,443
|
$4,959,330,335 | — | 30 Sep 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
class O/S missing
|
15,372,545
|
$4,848,961,924 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
14,655,153
|
$4,622,674,796 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
14,458,510
mixed-class rows
|
$4,557,072,572 | — | 30 Sep 2025 | |
| BARCLAYS PLC |
13F
|
Company |
—
class O/S missing
|
14,062,065
|
$4,435,597,162 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
13,816,828
|
$4,358,242,057 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
—
class O/S missing
|
12,597,279
|
$3,973,559,569 | — | 30 Sep 2025 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
9,894,047
|
$3,120,879,246 | — | 30 Sep 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
—
class O/S missing
|
8,769,386
|
$2,766,160,664 | — | 30 Sep 2025 | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main |
13F
|
Company |
—
class O/S missing
|
7,873,466
|
$2,483,523,033 | — | 30 Sep 2025 | |
| Boston Partners |
13F
|
Company |
—
class O/S missing
|
7,492,763
|
$2,360,044,748 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
7,078,742
|
$2,232,847,697 | — | 30 Sep 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
—
class O/S missing
|
6,849,208
|
$2,160,445,628 | — | 30 Sep 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
6,809,417
|
$2,147,894,404 | — | 30 Sep 2025 | |
| HSBC HOLDINGS PLC |
13F
|
Company |
—
class O/S missing
|
6,813,518
|
$2,145,499,264 | — | 30 Sep 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
6,615,749
|
$2,086,805,707 | — | 30 Sep 2025 | |
| James S. Crown |
3/4/5
|
Director |
—
class O/S missing
|
12,415,411
|
$2,063,379,181 | — | 03 Feb 2023 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
mixed-class rows
|
6,720,840
mixed-class rows
|
$2,037,673,731 | — | 30 Sep 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
—
class O/S missing
|
6,398,130
|
$2,019,825,659 | — | 30 Sep 2025 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
—
class O/S missing
|
6,132,172
|
$1,934,270,927 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
—
class O/S missing
|
6,092,219
|
$1,921,668,639 | — | 30 Sep 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
—
class O/S missing
|
5,775,648
|
$1,821,812,649 | — | 30 Sep 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
5,712,330
|
$1,801,840,252 | — | 30 Sep 2025 | |
| Mitsubishi UFJ Asset Management Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
5,630,374
|
$1,775,988,871 | — | 30 Sep 2025 | |
| National Pension Service |
13F
|
Company |
—
class O/S missing
|
5,450,875
|
$1,719,369,501 | — | 30 Sep 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
—
class O/S missing
|
5,399,967
|
$1,703,311,000 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
mixed-class rows
|
10,795,583
mixed-class rows
|
$1,695,903,361 | — | 30 Sep 2025 |
Institutional Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q4 2025
As of 31 Dec 2025,
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) was held by
68 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,142,896 shares.
The largest 10 holders included
CIBC Private Wealth Group LLC, JPMORGAN CHASE & CO, Equitable Holdings, Inc., KEYBANK NATIONAL ASSOCIATION/OH, LPL Financial LLC, Waverly Advisors, LLC, OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, Baird Financial Group, Inc., and NICOLET ADVISORY SERVICES, LLC.
This page lists
68
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
57
Q4 2025 holders
68
Holder diff
11
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.