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
Q2 		$206K Hold
255,693
– – ﹤0.01% 3857
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 $451M AUM 66.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Creative Planning's CJMB Position: Q2 2026 in Review

Creative Planning held its Callan JMB Inc (CJMB) position steady in Q2 2026 at 255,693 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Creative Planning first reported a position in CJMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $830K in Q3 2025. 15 funds tracked by Wall St. Rank hold CJMB as of Q2 2026.

  • Creative Planning held 255,693 shares of Callan JMB Inc worth $206K as of Q2 2026.
  • Creative Planning left its Callan JMB Inc share count unchanged in Q2 2026.
  • Callan JMB Inc made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3857 holding.
  • Creative Planning first reported a position in Callan JMB Inc in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's Callan JMB Inc position peaked at $830K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Callan JMB Inc as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.