Callan JMBCJMB

13F holders, Q1 2025 (March 31)
7holders
$4.49avg. 13F price*

At the end of Q1 2025, 7 institutions reported holding Callan JMB Inc. (CJMB) in their 13F filings. The largest holders were Bard Associates Inc. ($1.9M), Cable Car Capital, LP ($587K) and Creative Planning ($539K).

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 2025

InstitutionsTotal Value
New Positions7$3.1M
Exits0$0

Ownership 7 holders

Bard Associates Inc. 0.70% New 416,135 $1.9M
Cable Car Capital, LP 0.68% New 130,762 $587K
Creative Planning 0.00% New 120,008 $539K
HighTower Advisors, LLC 0.00% New 12,500 $56K
Geode Capital Management, LLC 0.00% New 10,747 $48K
Tower Research Capital LLC (TRC) 0.00% New 1,700 $8K
Bank of America Corp. 0.00% New 11 $49

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