Security key
48133Q309
- Security type / class
- Equity / CAL LKD 44
- Total 13F shares
- 56,125
- Total 13F value
- $1,938,523
- Share change
- +8,885
- SEC-reported price per share
- $34.49
- Number of holders
- 5
- Value change
- +$306,612
- Number of buys
- 2
- Number of sells
- 2
Report period
Q2 2026
Institutions
5
Top holders
5
AMJB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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:
Ownership snapshot
Top reported holders of AMJB - JPMORGAN CHASE & CO - CAL LKD 44 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
30 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 7.1%
13D/G row: VANGUARD CAPITAL MANAGEMENT LLC
Showing 1-6 of 15 holder rows.
Quick read
VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 7.1%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership
Top 5
VANGUARD CAPITAL MANAGEMENT LLC
7.1%
James Dimon
0.23%
Stephen B. Burke
0.01%
Mellody L. Hobson
0.01%
Linda Bammann
0%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
7.1%
|
$58,905,862,378
190,479,749 shares
|
$0 | 31 Mar 2026 |
| James Dimon |
3/4/5
Chairman & CEO, Director
|
0.23%
|
$1,870,635,008
6,288,415 shares
|
-$61,355,571 | 15 Apr 2026 |
| Stephen B. Burke |
3/4/5
Director
|
0.01%
|
$77,525,309
263,548 shares
|
— | 30 Jun 2026 |
| Mellody L. Hobson |
3/4/5
Director
|
0.01%
|
$45,336,162
154,121 shares
|
— | 30 Jun 2026 |
| Linda Bammann |
3/4/5
Director
|
0%
|
$25,579,398
83,455 shares
|
-$2,830,472 | 20 Jan 2026 |
| Virginia M. Rometty |
3/4/5
Director
|
0%
|
$4,421,885
15,032 shares
|
— | 30 Jun 2026 |
How to read this table
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.
13F holder rows
Institutional holders as of Q2 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
5
Shares
56,125
Rows available
5
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2026 vs Q1 2026 Across Filers
Q1 2026 holders
70
Q2 2026 holders
5
Holder diff
-65
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend