Among active 13F managers last quarter, 7 opened and none reduced or exited; the largest holder to move was Planned Solutions, Inc. (new position).
12 tracked 13F filers disclose a position in JCAL as of the latest SEC 13F filings, a combined $12.1M 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 | Arlington Financial Advisors, LLC | 97K | $4.9M | ▲New +97K sh | Q2 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 41K | $2.1M | ▲New +41K sh | Q2 2026 | |
| 3 | MML Investors Services, LLC | 26K | $1.3M | ▲New +26K sh | Q2 2026 | |
| 4 | Planned Solutions, Inc. | 24K | $1.2M | ▲New +24K sh | Q2 2026 | |
| 5 | Perennial Investment Advisors, LLC | 18K | $889K | ▲New +18K sh | Q2 2026 | |
| 6 | OneAscent Financial Services LLC | 14K | $702K | ▲New +14K sh | Q2 2026 | |
| 7 | D.A. Davidson & Co. | 7K | $336K | ▲New +7K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 6K | $316K | ▲New +6K sh | Q2 2026 | |
| 9 | Kestra Private Wealth Services, LLC | 5K | $274K | ▲New +5K sh | Q2 2026 | |
| 10 | Larson Financial Group LLC | 2K | $106K | ▲New +2K sh | Q2 2026 | |
| 11 | IFP Advisors, Inc | 527 | $27K | ▲New +527 sh | Q2 2026 | |
| 12 | Institute for Wealth Management, LLC. | 139 | $7K | ▲New +139 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, 7 funds opened a new position in JCAL, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 7 funds | $13.4B |
| Nvidia CorpNVDA | 7 funds | $3.0B |
| Amazon.com IncAMZN | 7 funds | $2.9B |
| Apple IncAAPL | 7 funds | $2.9B |
| Microsoft CorpMSFT | 7 funds | $1.9B |
| Broadcom IncAVGO | 7 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.3B |
| Eli Lilly & CoLLY | 7 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.1B |
| Advanced Micro DevicesAMD | 7 funds | $1.1B |
| Vanguard Growth ETFVUG | 7 funds | $1.0B |
| Applied Materials IncAMAT | 7 funds | $911.2M |
Ranked by how many of JCAL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JCAL.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 929 funds | $10.6B |
| HELOmc | 358 funds | $3.0B |
| JGROmc | 344 funds | $6.0B |
| JBNDmc | 297 funds | $5.7B |
| JIVEmc | 196 funds | $1.8B |
| JTEKmc | 162 funds | $1.1B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 153 funds | $3.3B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JCAL
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/JCAL/capital-change-brief"
Use Arkolith's capital_change_brief for JCAL. 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 JCAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.