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, Q1 2026
Institutional positions in Callan JMB Inc. as of Mar 31, 2026. 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
- 0 vs. Q4 2025
- Shares held
- 600.9K
- −131.4K (−17.9%) vs. Q4 2025
- Total value
- $744.7K
- −$68.2K (−8.4%) vs. Q4 2025
- New holders
- 7
- 2 more added
- Sold out
- 7
- 2 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Callan JMB Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 255,693 | $319.6K | 0.00% | +50,000+24.3% | Added |
| Bard Associates Inc | 245,482 | $306.9K | 0.08% | −34,164−12.2% | Reduced |
| Jane Street Group, LLC | 28,263 | $35.3K | 0.00% | +28,263 | New |
| Geode Capital Management, LLC | 22,969 | $28.7K | 0.00% | +9,862+75.2% | Added |
| HRT Financial LP | 18,715 | $23.0K | 0.00% | +18,715 | New |
| HighTower Advisors, LLC | 12,500 | $15.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 6,664 | $8.33K | 0.00% | +6,664 | New |
| Vanguard Fiduciary Trust Co | 2,072 | $2.59K | 0.00% | +2,072 | New |
| Tower Research Capital LLC (TRC) | 2,070 | $2.59K | 0.00% | −1,597−43.6% | Reduced |
| UBS Group AG | 1,634 | $2.04K | 0.00% | +1,634 | New |
| Caitong International Asset Management Co., Ltd | 2 | $2 | 0.00% | +2 | New |
| Qsemble Capital Management, LP | 4,828 | – | – | +4,828 | New |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −130,862−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −44,002−100.0% | Sold out |
| Financial Plan, Inc. | 0 | $0 | 0.00% | −21,114−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,296−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −12−100.0% | Sold out |