# JPMORGAN CHASE FINL CO LLC CAL LKD 44

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.

## Summary

- Issuer: JPMORGAN CHASE FINL CO LLC
- Class: CAL LKD 44
- CUSIP: 48133Q309
- 13F holders: 79
- 13F value: $551.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $17.6M | 509,228 |
| NBW CAPITAL LLC | BOSTON, MA | $15.9M | 524,155 |
| [OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108100) | SAN FRANCISCO, CA | $12.6M | 364,721 |
| [Waverly Advisors, LLC](https://search.stillhousedata.com/firm/115332) | 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](https://search.stillhousedata.com/firm/286622) | Alpharetta, GA | $6.7M | 194,118 |
| NICOLET ADVISORY SERVICES, LLC | GREEN BAY, WI | $6.5M | 211,761 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/48133Q309.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.