Callan JMBCJMB
13F holders, Q2 2025 (June 30)9holders +2
2new positions
0sold out
$5.12avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Callan JMB Inc. (CJMB) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Bard Associates Inc. ($2.0M), Cable Car Capital, LP ($671K) and Creative Planning ($615K).
- Company
- Callan JMB Inc.
- CUSIP
- 131100109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $152K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 30,920 shares bought and 21,821 shares sold, net +9,099 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Bard Associates Inc. | 0.65% | Reduce -5.1% | 395,035 | $2.0M |
| Cable Car Capital, LP | 0.62% | Add +0.1% | 130,862 | $671K |
| Creative Planning | 0.00% | No change | 120,008 | $615K |
| UBS Group AG | 0.00% | New | 27,568 | $141K |
| HighTower Advisors, LLC | 0.00% | No change | 12,500 | $64K |
| Geode Capital Management, LLC | 0.00% | Add +9.3% | 11,748 | $60K |
| Valley National Advisers Inc. | 0.00% | New | 2,250 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.4% | 979 | $5K |
| Bank of America Corp. | 0.00% | Add +9.1% | 12 | $61 |
"% of holder's portfolio" is CJMB's weight in each manager's 13F, not the share of Callan JMB Inc. the manager owns.