← All institutions

Institutional Holdings

CJMB

Ownership Summary

Institutions Holding
16
Total Shares Held
610,215
Total Value Held
$867,025
Quarter
2026-06-30

Active Positions

Increased Positions
1
5,643 shares
Decreased Positions
5
246,918 shares
Held Positions
1
255,693 shares
New Positions
7
101,961 shares
Sold Out Positions
2
46,978 shares
Institution Shares Value Change % of Portfolio Reported
Qsemble Capital Management, LP 1,561 $377,668 ▼ -3,267 0.05% 2026-06-30
Creative Planning 255,693 $205,577 Unchanged 0.00% 2026-06-30
BARD ASSOCIATES INC 229,250 $184,317 ▼ -16,232 0.04% 2026-06-30
CITADEL ADVISORS LLC 32,086 $25,797 New position 0.00% 2026-06-30
AXXCESS WEALTH MANAGEMENT, LLC 25,000 $20,100 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 15,672 $12,599 ▼ -7,297 0.00% 2026-06-30
Financial Plan, Inc. 13,500 $10,854 New position 0.00% 2026-06-30
CITIGROUP INC 13,423 $10,792 New position 0.00% 2026-06-30
XTX Topco Ltd 11,287 $9,075 New position 0.00% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 6,664 $5,358 New position 0.00% 2026-06-30
UBS Group AG 5,643 $4,537 ▲ +4,009 0.00% 2026-06-30
Tower Research Capital LLC (TRC) 434 $349 ▼ -1,636 0.00% 2026-06-30
BARCLAYS PLC 1 $1 New position 0.00% 2026-06-30
Caitong International Asset Management Co., Ltd 1 $1 ▼ -1 0.00% 2026-06-30
JANE STREET GROUP, LLC 0 $0 Sold out 2026-06-30
HRT FINANCIAL LP 0 $0 Sold out 2026-06-30