FPI
CJMB

Financial Plan Inc’s Callan JMB Inc CJMB Stock Holding History

Financial Plan Inc’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 		$10.9K Buy
+13,500
New +$12.9K ﹤0.01% 95
2026
Q1 		– Sell
-21,114
Closed -$23.4K – 104
2025
Q4 		$23.4K Buy
+21,114
New +$65.6K ﹤0.01% 89

Other funds holding CJMB

QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
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

Financial Plan Inc's CJMB Position: Q2 2026 in Review

Financial Plan Inc opened a new position in Callan JMB Inc (CJMB) in Q2 2026: 13,500 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #95 among its holdings. This is a return to the name: Financial Plan Inc previously reported a position in CJMB as recently as Q4 2025.

Financial Plan Inc first reported a position in CJMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.4K in Q4 2025. 15 funds tracked by Wall St. Rank hold CJMB as of Q2 2026.

  • Financial Plan Inc held 13,500 shares of Callan JMB Inc worth $10.9K as of Q2 2026.
  • Callan JMB Inc was a new Financial Plan Inc position in Q2 2026.
  • Callan JMB Inc made up ﹤0.01% of Financial Plan Inc's portfolio in Q2 2026, its #95 holding.
  • Financial Plan Inc first reported a position in Callan JMB Inc in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's Callan JMB Inc position peaked at $23.4K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Callan JMB Inc as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.