CALLAN JMB INC. - Common Stock (CJMB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
CJMB on Nasdaq
Shares outstanding
4,635,509
Price per share
$2.97
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
732,311
Total reported value
$812,863
% of total 13F portfolios
0%
Share change
-38,630
Value change
-$152,922
Number of holders
12
Price from insider filings
$2.97
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CALLAN JMB INC. - Common Stock (CJMB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BARD ASSOCIATES INC 5.3% -44% $331,671 -$224,982 245,682 -40% BARD ASSOCIATES INC 04 Dec 2025

As of 31 Dec 2025, 12 institutional investors reported holding 732,311 shares of CALLAN JMB INC. - Common Stock (CJMB). This represents 16% of the company’s total 4,635,509 outstanding shares.

Top 14 Institutional Shareholders

The largest institutional shareholders of CALLAN JMB INC. - Common Stock (CJMB) together control 16% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BARD ASSOCIATES INC 6% 279,646 -29% 0.08% $310,408
Creative Planning 4.4% 205,693 +21% 0% $228,319
Cable Car Capital, LP 2.8% 130,862 0% 0.01% $145,257
CITADEL ADVISORS LLC 0.95% 44,002 0% $48,842
Financial Plan, Inc. 0.46% 21,114 0% 0% $23,437
GEODE CAPITAL MANAGEMENT, LLC 0.28% 13,107 +13% 0% $14,547
HighTower Advisors, LLC 0.27% 12,500 0% 0% $13,875
RENAISSANCE TECHNOLOGIES LLC 0.25% 11,400 0% $12,654
DRW Securities, LLC 0.22% 10,296 0% $11,428
Tower Research Capital LLC (TRC) 0.08% 3,667 +364% 0% $4,070
BANK OF AMERICA CORP /DE/ 0% 12 0% 0% $13
MORGAN STANLEY 0% 12 0% $13
VALLEY NATIONAL ADVISERS INC 0% 0 -100% $0
UBS Group AG 0% 0 -100% $0

Institutional Holders of CALLAN JMB INC. - Common Stock (CJMB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 732,311 $812,863 -$152,922 $1.11 12
2025 Q3 749,827 $3,658,396 +$238,556 $4.88 9
2025 Q2 700,962 $3,591,722 +$46,086 $5.12 9
2025 Q1 691,863 $3,106,464 +$3,106,464 $4.49 7