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The company

Callan JMB Inc.

CJMB · Nasdaq

IndustrialsBusiness ServicesIn trend

CJMB stood above a rising 150-day average in 9 of the last 52 weekly readings, including each of the last 4 weeks. It is 46.0% above that average now. Business Services: 34% of its 116 stocks in an uptrend (−3 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Rotation
In trend
Weeks in an uptrend
4 in a row
Industry in uptrend
34% -3 in 4 wk
Insider buys, 12 months
$219K
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
14 (+4)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 9 of 52 weeks.

17 Apr – 16 Oct
18%31%44%Apr 26Jun 26Jul 26Sep 26Oct 26

Business Services: A minority of its stocks are in an uptrend and the share has held steady. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$337KNov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months12
Sale orders, 12 months0
Buyers · sellers4 · 0
WhoDidSharesTraded
David J. CroyleChief Medical Officerbought10,195at $1.7520 Mar 2026filed 26 Mar 2026
David J. CroyleChief Medical Officerbought14,805at $1.766 Mar 2026filed 10 Mar 2026
Gerald DialDirectorbought461at $1.2230 Dec 2025filed 6 Jan 2026
Gerald DialDirectorbought1,539at $1.2030 Dec 2025filed 6 Jan 2026
Gerald DialDirectorbought10,000at $0.76230 Dec 2025filed 1 Jun 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders14+4 on the quarter
New · exited6 · 2
Reported value$499K

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
Creative Planningunchanged · filed 13 Aug 2026255,693$206K00.0%
BARD ASSOCIATES INCreduced · filed 12 Aug 2026229,250$184K-16,232−6.6%
CITADEL ADVISORS LLCnew · filed 14 Aug 202632,086$26K+32,086
AXXCESS WEALTH MANAGEMENT, LLCnew · filed 28 Jul 202625,000$20K+25,000
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 202615,672$13K-7,297−31.8%
Financial Plan, Inc.new · filed 14 Aug 202613,500$11K+13,500
CITIGROUP INCnew · filed 3 Aug 202613,423$11K+13,423
HighTower Advisors, LLCunchanged · filed 5 Aug 202612,500$10K00.0%
XTX Topco Ltdnew · filed 14 Aug 202611,287$9,075+11,287
VANGUARD CAPITAL MANAGEMENT LLCunchanged · filed 13 Aug 20266,664$5,35800.0%
31 Mar 2025 – 30 Jun 2026
71114Mar 25Jun 25Dec 25Mar 26Jun 26

Everyone who traded it

David J. Croyle Company insiderChief Medical Officer · last 20 Mar 20264 · 0
Gerald Dial Company insiderDirector · last 30 Dec 20252 · 0
Wayne D. Williams Company insiderCEO, Chairman and President · last 16 Dec 20257 · 0
Liberty Smith Duke Company insiderDirector · last 9 Dec 20252 · 0

Same industry

CBZ CbizLeading+34%
DHX DHI GroupLeading+28%
TISI TeamLeading+21%
FLYW FlywireLeading+14%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202536.8%
Operating profit marginFY 2025 · to 31 Dec 2025-123%
Free cash flow marginFY 2025 · to 31 Dec 2025-90.2%
Return on capital employedFY 2025 · to 31 Dec 2025-161%
Share count trendFY 2025 · to 25 Mar 202615.8%
Cash and equivalentsFY 2025 · to 31 Dec 2025$2.1M
Free cash flowFY 2025 · to 31 Dec 2025−$5.2M

Analyst forecasts

No analyst forecasts yet.