Ownership history in Creative Planning Β· 4 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in CALLAN JMB INC (CJMB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Creative Planning underperformed the S&P 500 by β119.3% annually on this CJMB position. Average cost basis: $4.00. Maximum drawdown during holding period: β78.3%.
β Significantly underperformed the S&P 500 by 119.3% ann.
3 quarters analyzed
Best entry: $1.11 (2025 Q4) Β· Worst: $4.88 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size