Among active 13F managers last quarter, 5 opened and 20 added, while 16 reduced; the largest holder to move was Long Pond Capital, LP (−8.8%). Over the last 180 days, 1 insider sold and none bought, a net -$300K in open-market trades.
The legs disagree, or only one of them leans.
188 tracked 13F filers disclose a position in JBGS as of the latest SEC 13F filings, a combined $794.1M 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 | BlackRock, Inc. | 11.2M | $164.2M | ▲+1.2% Added · +137K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 6.2M | $90.4M | ▲+4.7% Added · +277K sh | Q2 2026 | |
| 3 | Long Pond Capital, LP | 4.0M | $59.0M | ▼−8.8% Reduced · −390K sh | Q2 2026 | |
| 4 | Morgan Stanley | 4.0M | $58.6M | ▲+19% Added · +636K sh | Q1 2026 | |
| 5 | State Street Corp | 3.6M | $53.2M | ▼−0.4% Reduced · −15K sh | Q2 2026 | |
| 6 | Citigroup Inc | 2.9M | $42.1M | ▼−0.1% Reduced · −4K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 2.6M | $38.2M | ▲+7.5% Added · +183K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 1.8M | $25.9M | ▲+4.7% Added · +78K sh | Q2 2026 | |
| 9 | Private Management Group Inc | 1.7M | $24.6M | ▲+2.1% Added · +34K sh | Q2 2026 | |
| 10 | Charles Schwab Investment Management Inc | 1.7M | $24.3M | ▼−8.1% Reduced · −147K sh | Q1 2026 | |
| 11 | Northern Trust Corp | 1.6M | $22.9M | ▼−2.5% Reduced · −40K sh | Q1 2026 | |
| 12 | Allianz Asset Management GmbH | 1.1M | $16.0M | ▲+12% Added · +115K sh | Q1 2026 | |
| 13 | T. Rowe Price Investment Management, Inc. | 973K | Withheld | ▲New +973K sh | Q2 2026 | |
| 14 | Dimensional Fund Advisors LP | 888K | $13.0M | ▼−5.2% Reduced · −48K sh | Q1 2026 | |
| 15 | Citadel Advisors LLC | 804K | $11.8M | ▲+113% Added · +427K sh | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 755K | $11.0M | ▼−35% Reduced · −406K sh | Q1 2026 | |
| 17 | Loews Corp | 497K | $7.3M | —Held | Q2 2026 | |
| 18 | Wells Fargo & Company | 467K | $6.8M | ▼−8.7% Reduced · −44K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | 456K | $6.7M | ▼−15% Reduced · −81K sh | Q1 2026 | |
| 20 | UBS Group AG | 445K | $6.5M | ▲+25% Added · +90K sh | Q1 2026 | |
| 21 | Legal & General Group Plc | 434K | $6.3M | ▼−9.5% Reduced · −46K sh | Q1 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 391K | $5.7M | ▲+1.9% Added · +7K sh | Q2 2026 | |
| 23 | Marnell Management LLC | 382K | $5.6M | ▼−16% Reduced · −70K sh | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 335K | $4.9M | ▼−13% Reduced · −48K sh | Q1 2026 | |
| 25 | Tudor Investment Corp Et Al | 306K | $4.5M | ▲+820% Added · +273K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 5 funds opened a new position in JBGS and 20 added to an existing one, while 16 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 |
|---|---|---|
| Nvidia CorpNVDA | 94 funds | $298.5B |
| Microsoft CorpMSFT | 94 funds | $202.8B |
| Amazon.com IncAMZN | 94 funds | $145.0B |
| Meta Platforms Inc-Class AMETA | 94 funds | $85.3B |
| Apple IncAAPL | 93 funds | $224.6B |
| Eli Lilly & CoLLY | 93 funds | $58.4B |
| Broadcom IncAVGO | 91 funds | $120.1B |
| Alphabet Inc-CL AGOOGL | 91 funds | $115.2B |
| Micron Technology IncMU | 91 funds | $30.6B |
| Costco Wholesale CorpCOST | 91 funds | $27.5B |
| Advanced Micro DevicesAMD | 91 funds | $26.9B |
| Uber Technologies IncUBER | 91 funds | $8.2B |
Ranked by how many of JBGS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JBGS.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Museles Steven A | Chief Legal Off. & Corp. Secy | Sell (S) 2 lots, same day | 20K | $300K |
| Nov 24, 2025 | Regan-Levine Evan | Chief Strategy Officer | Sell (S) 2 lots, same day | 4K | $80K |
| Nov 7, 2025 | Regan-Levine Evan | Chief Strategy Officer | Sell (S) | 5K | $97K |
| Oct 31, 2025 | Museles Steven A | Chief Legal Off. & Corp. Secy | Sell (S) | 16K | $318K |
| Oct 30, 2025 | Museles Steven A | Chief Legal Off. & Corp. Secy | Sell (S) | 15K | $291K |
| Oct 30, 2025 | Estes Scott A | Director | Sell (S) | 10K | $199K |
| Sep 15, 2025 | Regan-Levine Evan | Chief Strategy Officer | Sell (S) | 6K | $135K |
| Sep 12, 2025 | Xanders George Laucks | Chief Investment Officer | Sell (S) | 4K | $94K |
| Sep 11, 2025 | Xanders George Laucks | Chief Investment Officer | Sell (S) | 3K | $65K |
| Sep 10, 2025 | Museles Steven A | Chief Legal Off. & Corp. Secy | Sell (S) | 1K | $30K |
| Sep 9, 2025 | Valdes Angela | Chief Accounting Officer | Sell (S) | 5K | $110K |
| Sep 2, 2025 | Museles Steven A | Chief Legal Off. & Corp. Secy | Sell (S) | 5K | $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 | 41 | 40 | – |
Insiders Form 4 open-market | 0 | 1 | -$300K |
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 JBGS
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/JBGS/capital-change-brief"
Use Arkolith's capital_change_brief for JBGS. 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 JBGS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.