Callan JMBCJMB
13F holders, Q3 2025 (September 30)9holders
0new positions
0sold out
$4.88avg. 13F price*
At the end of Q3 2025, 9 institutions reported holding Callan JMB Inc. (CJMB) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Bard Associates Inc. ($1.9M), Creative Planning ($830K) and Cable Car Capital, LP ($639K).
- Company
- Callan JMB Inc.
- CUSIP
- 131100109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 50,000 shares bought and 1,135 shares sold, net +48,865 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Bard Associates Inc. | 0.51% | Reduce -0.1% | 394,635 | $1.9M |
| Creative Planning | 0.00% | Add +41.7% | 170,008 | $830K |
| Cable Car Capital, LP | 0.48% | No change | 130,862 | $639K |
| UBS Group AG | 0.00% | Reduce -0.7% | 27,390 | $134K |
| HighTower Advisors, LLC | 0.00% | No change | 12,500 | $61K |
| Geode Capital Management, LLC | 0.00% | Reduce -1.0% | 11,629 | $57K |
| Valley National Advisers Inc. | 0.00% | Reduce -11.1% | 2,000 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.2% | 791 | $4K |
| Bank of America Corp. | 0.00% | No change | 12 | $59 |
"% of holder's portfolio" is CJMB's weight in each manager's 13F, not the share of Callan JMB Inc. the manager owns.