Q1 2025 13F Holders as of 3/31/2025
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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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62
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Total 13F shares, excl. options
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13.7M
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Shares change
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-1.56M
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Total reported value, excl. options
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$427M
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Value change
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-$50.9M
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Number of buys
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32
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Number of sells
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-21
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Price
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$32.48
Significant Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q1 2025
63 filings reported holding AMJB - JPMORGAN CHASE & CO - CAL LKD 44 as of Q1 2025.
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) has 62 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13.7M shares
.
Largest 10 shareholders include CIBC Private Wealth Group LLC (3.4M shares), JPMORGAN CHASE & CO (2.79M shares), MORGAN STANLEY (940K shares), Equitable Holdings, Inc. (857K shares), KEYBANK NATIONAL ASSOCIATION/OH (649K shares), Waverly Advisors, LLC (535K shares), NBW CAPITAL LLC (535K shares), NICOLET ADVISORY SERVICES, LLC (461K shares), GOLDMAN SACHS GROUP INC (425K shares), and LPL Financial LLC (422K shares).
This table shows the top 62 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.