Callan JMB Inc.
CJMB- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0002032545
No open-market purchases or sales by Callan JMB Inc. insiders were filed in the last 90 days; 15 institutions reported holding it in 13F filings for Q2 2026, worth $499.4K in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Callan JMB Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 12
- +3 vs. Q3 2025
- Shares held
- 732.3K
- −17.5K (−2.3%) vs. Q3 2025
- Total value
- $812.9K
- −$2.85M (−77.8%) vs. Q3 2025
- New holders
- 5
- 3 more added
- Sold out
- 2
- 1 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CJMB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $499.4K |
| Q1 2026 | 12 | $744.7K |
| Q4 2025 | 12 | $812.9K |
| Q3 2025 | 9 | $3.66M |
| Q2 2025 | 9 | $3.59M |
| Q1 2025 | 7 | $3.11M |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Callan JMB Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | 279,646 | $310.4K | 0.08% | −114,989−29.1% | Reduced |
| Creative Planning | 205,693 | $228.3K | 0.00% | +35,685+21.0% | Added |
| Cable Car Capital LLC | 130,862 | $145.3K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 44,002 | $48.8K | 0.00% | +44,002 | New |
| Financial Plan, Inc. | 21,114 | $23.4K | 0.00% | +21,114 | New |
| Geode Capital Management, LLC | 13,107 | $14.5K | 0.00% | +1,478+12.7% | Added |
| HighTower Advisors, LLC | 12,500 | $13.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,400 | $12.7K | 0.00% | +11,400 | New |
| DRW Securities, LLC | 10,296 | $11.4K | 0.00% | +10,296 | New |
| Tower Research Capital LLC (TRC) | 3,667 | $4.07K | 0.00% | +2,876+363.6% | Added |
| Bank of America Corp | 12 | $13 | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 12 | $13 | 0.00% | +12 | New |
| UBS Group AG | 0 | $0 | 0.00% | −27,390−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |