Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / CAL LKD 44
-
Total 13F shares
-
12,203,133
-
Share change
-
-1,540,622
-
Total reported value
-
$369,517,688
-
Price per share
-
$30.26
-
Number of holders
-
56
-
Value change
-
-$46,760,285
-
Number of buys
-
24
-
Number of sells
-
32
Institutional Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q2 2025
As of 30 Jun 2025,
JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) was held by
56 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
12,203,133 shares.
The largest 10 holders included
CIBC Private Wealth Group LLC, JPMORGAN CHASE & CO, Equitable Holdings, Inc., KEYBANK NATIONAL ASSOCIATION/OH, Waverly Advisors, LLC, NBW CAPITAL LLC, NICOLET ADVISORY SERVICES, LLC, LPL Financial LLC, GOLDMAN SACHS GROUP INC, and OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.