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 Q3	$621K	Hold	255,693	–	–	﹤0.01%	3119
2026 Q2	$206K	Hold	255,693	–	–	﹤0.01%	3857
2026 Q1	$320K	Buy	255,693 +50,000	+24%	+$90.6K	﹤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

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Creative Planning's CJMB Position: Q3 2026 in Review

Creative Planning held its Callan JMB Inc (CJMB) position steady in Q3 2026 at 255,693 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #3119.

Creative Planning first reported a position in CJMB in Q1 2025 and has held it in 7 quarters since. The position peaked at $830K in Q3 2025. 2 funds tracked by Wall St. Rank hold CJMB as of Q3 2026.

Creative Planning held 255,693 shares of Callan JMB Inc worth $621K as of Q3 2026.
Creative Planning left its Callan JMB Inc share count unchanged in Q3 2026.
Callan JMB Inc made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3119 holding.
Creative Planning first reported a position in Callan JMB Inc in Q1 2025 and has held it in 7 quarters since.
Creative Planning's Callan JMB Inc position peaked at $830K in Q3 2025.
2 funds tracked by Wall St. Rank held Callan JMB Inc as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.