JPMORGAN CHASE FINL CO LLC CAL LKD 44 is a security (CUSIP 48133Q309) tracked across SEC portfolio filings. 79 institutional managers reported $551.8M on Form 13F as of 2026-06-30.
Showing 15 of 79 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CIBC Bancorp USA Inc. | CHICAGO, IL | $128.1M | 3,707,220 |
| CIBC Private Wealth Group, LLC | ATLANTA, GA | $103.8M | 3,469,458 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $75.8M | 2,161,023 |
| Equitable Holdings, Inc. | NEW YORK, NY | $38.3M | 1,281,580 |
| KEYBANK NATIONAL ASSOCIATION/OH | BROOKLYN, OH | $20.7M | 599,629 |
| LPL Financial LLC | FORT MILL, SC | $17.6M | 509,228 |
| NBW CAPITAL LLC | BOSTON, MA | $15.9M | 524,155 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | SAN FRANCISCO, CA | $12.6M | 364,721 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $12.2M | 353,743 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $11.8M | 342,169 |
| NICOLET BANKSHARES INC | GREEN BAY, WI | $11.3M | 330,377 |
| Baird Financial Group, Inc. | MILWAUKEE, WI | $9.3M | 267,872 |
| FF Advisors,LLC | MANHATTAN BEACH, CA | $7.0M | 203,102 |
| Vident Advisory, LLC | Alpharetta, GA | $6.7M | 194,118 |
| NICOLET ADVISORY SERVICES, LLC | GREEN BAY, WI | $6.5M | 211,761 |