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Ownership — AMJB
Institutional Holdings
Insider Transactions
US Institutional Ownership
0.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
CIBC Bancorp USA Inc.
3.98M
$137.0M
0.15%
+276.1K
2026-06-30
JPMorgan Chase & Co
1.91M
$65.0M
0.07%
-438.0K
2026-06-30
Bank of America Corp
1.81M
--
0.07%
--
2026-06-30
Equitable Holdings, Inc.
1.38M
$47.0M
0.05%
+98.9K
2026-06-30
Keybank National Association
599.6K
$20.0M
0.02%
+4.9K
2026-06-30
LPL Financial LLC
530.5K
$18.0M
0.02%
+21.3K
2026-06-30
Osborne Partners Capital Management, LLC
364.7K
$12.0M
0.01%
-3.2K
2026-06-30
Nicolet Bankshares Inc
322.4K
$11.0M
0.01%
-8.0K
2026-06-30
Waverly Advisors, LLC
319.6K
$11.0M
0.01%
-34.2K
2026-06-30
Goldman Sachs Group Inc
311.8K
$10.0M
0.01%
-30.4K
2026-06-30
Baird Financial Group, Inc.
271.6K
$9.0M
0.01%
+3.8K
2026-06-30
FF Advisors,LLC
203.1K
$7.0M
0.01%
+4.6K
2026-06-30
MAI Capital Management
189.5K
$6.0M
0.01%
+18.0K
2026-06-30
Vident Advisory, LLC
167.1K
$5.0M
0.01%
-27.0K
2026-06-30
Noesis Capital Mangement Corp
157.5K
$5.0M
0.01%
+975
2026-06-30
Risk Paradigm Group, LLC
150.4K
$5.0M
0.01%
+38.2K
2026-06-30
Lake Street Private Wealth, LLC
142.8K
$4.0M
0.01%
-4.2K
2026-06-30
Everett Harris & Co
99.3K
$3.0M
0.00%
+565
2026-06-30
Smallwood Wealth Investment Management, LLC
93.3K
$3.0M
0.00%
+1.4K
2026-06-30
United Capital Financial Advisors, LLC
92.0K
$3.0M
0.00%
--
2026-06-30
Argyle Capital Partners, LLC
74.7K
$2.0M
0.00%
+4.1K
2026-06-30
Americana Partners, LLC
73.7K
$2.0M
0.00%
+2.7K
2026-06-30
Morgan Stanley
63.6K
$2.0M
0.00%
+8.4K
2026-06-30
My Personal CFO, LLC
62.1K
$2.0M
0.00%
-40
2026-06-30
UBS Group AG
61.8K
$2.0M
0.00%
+145
2026-06-30
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