Creative Planning
CJMB

Creative Planning’s Callan JMB Inc CJMB Stock Holding History

Creative Planning’s Portfolio CJMB Stock Details CJMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Buy
255,693
+50,000
+24% +$90.7K ﹤0.01% 3378
2025
Q4 		$228K Buy
205,693
+35,685
+21% +$111K ﹤0.01% 3452
2025
Q3 		$830K Buy
170,008
+50,000
+42% +$248K ﹤0.01% 2298
2025
Q2 		$615K Hold
120,008
– – ﹤0.01% 2276
2025
Q1 		$539K Buy
+120,008
New +$572K ﹤0.01% 2213

Other funds holding CJMB

QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's CJMB Position: Q1 2026 in Review

Creative Planning increased its Callan JMB Inc (CJMB) stake by 24% in Q1 2026, buying an estimated $90.7K and bringing the position to 255,693 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

Creative Planning first reported a position in CJMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $830K in Q3 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q1 2026.

  • Creative Planning held 255,693 shares of Callan JMB Inc worth $320K as of Q1 2026.
  • Creative Planning bought 50,000 Callan JMB Inc shares in Q1 2026, an estimated $90.7K.
  • Callan JMB Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3378 holding.
  • Creative Planning first reported a position in Callan JMB Inc in Q1 2025 and has held it in 5 quarters since.
  • Creative Planning's Callan JMB Inc position peaked at $830K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.