Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / CAL LKD 44
-
Number of holders
-
53
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Total 13F shares, excl. options
-
15.3M
-
Shares change
-
-125K
-
Total reported value, excl. options
-
$455M
-
Value change
-
-$3.46M
-
Number of buys
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23
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Number of sells
-
-26
-
Price
-
$29.51
Significant Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q4 2024
62 filings reported holding AMJB - JPMORGAN CHASE & CO - CAL LKD 44 as of Q4 2024.
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) has 53 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.3M shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (5.1M shares), CIBC Private Wealth Group LLC (3.34M shares), MORGAN STANLEY (938K shares), Equitable Holdings, Inc. (822K shares), KEYBANK NATIONAL ASSOCIATION/OH (653K shares), NBW CAPITAL LLC (629K shares), NICOLET ADVISORY SERVICES, LLC (482K shares), GOLDMAN SACHS GROUP INC (422K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (393K shares), and Baird Financial Group, Inc. (315K shares).
This table shows the top 53 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.