Among active 13F managers last quarter, 2 opened and 3 reduced; the largest holder to move was Bard Associates Inc (−6.6%). Over the last 180 days, 1 insider bought and none sold, a net +$18K in open-market trades.
The legs disagree, or only one of them leans.
12 tracked 13F filers disclose a position in CJMB as of the latest SEC 13F filings, a combined $634K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 256K | $320K | ▲+24% Added · +50K sh | Q1 2026 | |
| 2 | Bard Associates Inc | 229K | $184K | ▼−6.6% Reduced · −16K sh | Q2 2026 | |
| 3 | Citadel Advisors LLC | 32K | $26K | ▲New +32K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 28K | $35K | ▲New +28K sh | Q1 2026 | |
| 5 | Axxcess Wealth Management, LLC | 25K | $20K | ▲New +25K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 16K | $13K | ▼−32% Reduced · −7K sh | Q2 2026 | |
| 7 | Financial Plan, Inc. | 14K | $11K | ▲New +14K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | 13K | $16K | —Held | Q1 2026 | |
| 9 | Vanguard Capital Management LLC | 7K | $5K | —Held | Q2 2026 | |
| 10 | Tower Research Capital LLC (TRC) | 2K | $3K | ▼−44% Reduced · −2K sh | Q1 2026 | |
| 11 | UBS Group AG | 2K | $2K | ▲New +2K sh | Q1 2026 | |
| 12 | Caitong International Asset Management Co., Ltd | 1 | $1 | ▼−50% Reduced · −1 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in CJMB, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 5 funds | $2.6B |
| Nvidia CorpNVDA | 5 funds | $2.4B |
| Apple IncAAPL | 5 funds | $2.3B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 5 funds | $933.3M |
| Abbott LaboratoriesABT | 5 funds | $785.9M |
| Tesla IncTSLA | 5 funds | $592.4M |
| Johnson & JohnsonJNJ | 5 funds | $398.9M |
| Caterpillar IncCAT | 5 funds | $391.7M |
| Qualcomm IncQCOM | 5 funds | $275.6M |
| Boeing CoBA | 5 funds | $188.8M |
| Microsoft CorpMSFT | 4 funds | $1.5B |
Ranked by how many of CJMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CJMB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 20, 2026 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 10K | $18K |
| Mar 6, 2026 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 15K | $26K |
| Dec 30, 2025 | Dial Gerald | Director | Buy (P) 3 lots, same day | 12K | $10K |
| Dec 16, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 5K | $9K |
| Dec 15, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 11K | $18K |
| Dec 12, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 5K | $9K |
| Dec 11, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) 2 lots, same day | 31K | $51K |
| Dec 10, 2025 | Williams Wayne D | CEO, Chairman and President, Director, 10% Owner | Buy (P) | 14K | $23K |
| Dec 9, 2025 | Duke Liberty Smith | Director | Buy (P) | 612 | $930 |
| Dec 8, 2025 | Duke Liberty Smith | Director | Buy (P) | 900 | $1K |
| Mar 27, 2025 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 25K | $113K |
| Feb 5, 2025 | Croyle David J | Chief Medical Officer, 10% Owner | Buy (P) | 24K | $98K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 4 | – |
Insiders Form 4 open-market | 1 | 0 | +$18K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CJMB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CJMB/capital-change-brief"
Use Arkolith's capital_change_brief for CJMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CJMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.