20 tracked 13F filers disclose a position in JADE as of the latest SEC 13F filings, a combined $23.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $9.4M | 147K | ▼−32% Reduced · −69K sh | Q1 2026 | |
| 2 | NATIONAL BANK OF CANADA /FI/ | $2.3M | 34K | ▲New +34K sh | Q1 2026 | |
| 3 | ASSETMARK, INC | $2.5M | 32K | ▼−1.5% Reduced · −497 sh | Q2 2026 | |
| 4 | OLD MISSION CAPITAL LLC | $1.7M | 25K | ▲New +25K sh | Q1 2026 | |
| 5 | Advisory Alpha, LLC | $1.5M | 18K | ▲+117% Added · +10K sh | Q2 2026 | |
| 6 | Cooper Financial Group | $1.2M | 15K | ▲+17% Added · +2K sh | Q2 2026 | |
| 7 | ECLECTIC ASSOCIATES INC /ADV | $960K | 12K | ▲New +12K sh | Q2 2026 | |
| 8 | Vantus Wealth LLC | $815K | 10K | ▲+33% Added · +3K sh | Q2 2026 | |
| 9 | Advyzon Investment Management, LLC | $776K | 10K | ▼−4.5% Reduced · −460 sh | Q2 2026 | |
| 10 | CITADEL ADVISORS LLC | $627K | 9K | ▲New +9K sh | Q1 2026 | |
| 11 | 5T Wealth, LLC | $596K | 7K | ▲+2.7% Added · +197 sh | Q2 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $446K | 6K | ▼−1.0% Reduced · −56 sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | $355K | 4K | ▲+46% Added · +1K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $216K | 3K | ▼−94% Reduced · −50K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $27K | 400 | ▼−21% Reduced · −108 sh | Q1 2026 | |
| 16 | Global Retirement Partners, LLC | $11K | 132 | ▲New +132 sh | Q2 2026 | |
| 17 | 3Chopt Investment Partners, LLC | $9K | 110 | ▲+1.9% Added · +2 sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $5K | 68 | ▲+19% Added · +11 sh | Q1 2026 | |
| 19 | HARBOR INVESTMENT ADVISORY, LLC | $2K | 31 | —Held | Q2 2026 | |
| 20 | CWM, LLC | $597 | 9 | ▲New +9 sh | Q1 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, 4 funds opened a new position in JADE and 3 added to an existing one, while 1 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $3.6B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $2.9B |
| TESLA INCTSLA | 9 funds | $916.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $676.1M |
| RTX CORPRTX | 9 funds | $244.5M |
| NORTHROP GRUMMAN CORPNOC | 9 funds | $58.5M |
| JPMORGAN EQUITY PREMIUM INCOJEPI | 9 funds | $35.3M |
| AMAZON.COM INCAMZN | 8 funds | $1.9B |
| APPLE INCAAPL | 8 funds | $1.7B |
| MICROSOFT CORPMSFT | 8 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.0B |
Ranked by how many of JADE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JADE
This ETF 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/JADE/capital-change-brief"
Use Arkolith's capital_change_brief for JADE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JADE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.