Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / CAL LKD 44
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Number of holders
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56
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Total 13F shares, excl. options
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17.1M
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Shares change
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+13.1M
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Total reported value, excl. options
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$496M
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Value change
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+$379M
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Number of buys
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56
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Price
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$28.94
Significant Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q2 2024
56 filings reported holding AMJB - JPMORGAN CHASE & CO - CAL LKD 44 as of Q2 2024.
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 17.1M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (5.59M shares), CIBC Private Wealth Group, LLC (3.3M shares), MORGAN STANLEY (2.73M shares), KEYBANK NATIONAL ASSOCIATION/OH (684K shares), Equitable Holdings, Inc. (647K shares), NICOLET ADVISORY SERVICES, LLC (477K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (413K shares), GOLDMAN SACHS GROUP INC (378K shares), Parkside Financial Bank & Trust (373K shares), and Baird Financial Group, Inc. (316K 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.