Q2 2025 13F Holders as of 6/30/2025
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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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56
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Total 13F shares, excl. options
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12.2M
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Shares change
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-1.54M
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Total reported value, excl. options
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$370M
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Value change
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-$46.8M
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Number of buys
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24
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Number of sells
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-32
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Price
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$30.26
Significant Holders of JPMORGAN CHASE & CO - CAL LKD 44 (AMJB) as of Q2 2025
64 filings reported holding AMJB - JPMORGAN CHASE & CO - CAL LKD 44 as of Q2 2025.
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 12.2M shares
.
Largest 10 shareholders include CIBC Private Wealth Group LLC (3.45M shares), JPMORGAN CHASE & CO (1.88M shares), Equitable Holdings, Inc. (955K shares), KEYBANK NATIONAL ASSOCIATION/OH (661K shares), Waverly Advisors, LLC (526K shares), NBW CAPITAL LLC (524K shares), NICOLET ADVISORY SERVICES, LLC (478K shares), LPL Financial LLC (449K shares), GOLDMAN SACHS GROUP INC (430K shares), and OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (379K 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.