Callan JMBCJMB

13F holders, Q2 2026 (June 30)
15holders +3
6new positions
3sold out
1famous investor
$1.41avg. 13F price*

At the end of Q2 2026, 15 institutions reported holding Callan JMB Inc. (CJMB) in their 13F filings, up 3 from Q1 2026. 6 opened new positions and 3 sold out. The largest holders were Qsemble Capital Management, LP ($378K), Creative Planning ($206K) and Bard Associates Inc. ($184K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Callan JMB Inc.
CUSIP
131100109
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2025: 7Q1 2025Q2 2025: 9Q2 2025Q3 2025: 9Q3 2025Q4 2025: 12Q4 2025Q1 2026: 12Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$77K
Exits3$61K

All 13F filers, Q1 2026 → Q2 2026: 99,306 shares bought and 77,483 shares sold, net +21,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Qsemble Capital Management, LP 0.05% Reduce -67.7% 1,561 $378K
Creative Planning 0.00% No change 255,693 $206K
Bard Associates Inc. 0.04% Reduce -6.6% 229,250 $184K
Citadel Advisors 0.00% New 32,086 $26K
Axxcess Wealth Management, LLC 0.00% New 25,000 $20K
Geode Capital Management, LLC 0.00% Reduce -31.8% 15,672 $13K
Financial Plan, Inc. 0.00% New 13,500 $11K
Citigroup Inc. 0.00% New 13,423 $11K
HighTower Advisors, LLC 0.00% No change 12,500 $10K
XTX Topco Ltd 0.00% New 11,287 $9K
Vanguard Capital Management LLC 0.00% No change 6,664 $5K
UBS Group AG 0.00% Add +245.3% 5,643 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.0% 434 $349
Barclays PLC 0.00% New 1 $1
Caitong International Asset Management Co., Ltd 0.00% Reduce -50.0% 1 $1

"% of holder's portfolio" is CJMB's weight in each manager's 13F, not the share of Callan JMB Inc. the manager owns.