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/JCAP/capital-change-brief"
Use Arkolith's capital_change_brief for JCAP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $33.9M | 1.8M | ▲+37% Added · +475K sh | Q1 2026 | |
| 2 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $30.0M | 1.6M | ▲+5.1% Added · +76K sh | Q1 2026 | |
| 3 | PRINCIPAL FINANCIAL GROUP INC | $29.6M | 1.5M | ▲+99% Added · +764K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $27.0M | 1.4M | ▲+132% Added · +800K sh | Q1 2026 | |
| 5 | GOLDMAN SACHS GROUP INC | $21.8M | 1.1M | ▲+96% Added · +554K sh | Q1 2026 | |
| 6 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $21.5M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $20.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 8 | Nantahala Capital Management, LLC | $14.4M | 750K | ▲+25% Added · +150K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $13.3M | 691K | ▲+165% Added · +430K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $11.3M | 587K | ▲+127% Added · +328K sh | Q1 2026 | |
| 11 | North Reef Capital Management LP | $10.2M | 532K | ▲+122% Added · +293K sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $7.8M | 404K | ▲+122% Added · +222K sh | Q1 2026 | |
| 13 | STATE STREET CORP | $7.1M | 367K | ▲+104% Added · +187K sh | Q1 2026 | |
| 14 | Clearbridge Investments, LLC | $6.4M | 330K | ▲+39% Added · +93K sh | Q1 2026 | |
| 15 | MALTESE CAPITAL MANAGEMENT LLC | $6.3M | 330K | ▲+42% Added · +98K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $6.1M | 315K | ▲+92% Added · +151K sh | Q1 2026 | |
| 17 | AMERICAN CENTURY COMPANIES INC | $5.8M | 299K | ▲11× Added · +271K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $5.3M | 275K | ▲+106% Added · +142K sh | Q1 2026 | |
| 19 | UBS Group AG | $4.9M | 255K | ▲+420% Added · +206K sh | Q1 2026 | |
| 20 | Alyeska Investment Group, L.P. | $4.8M | 247K | ▲+65% Added · +97K sh | Q1 2026 | |
| 21 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.8M | 200K | —Held | Q1 2026 | |
| 22 | FRANKLIN RESOURCES INC | $3.8M | 198K | ▲+36% Added · +53K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $3.4M | 178K | ▲+86% Added · +82K sh | Q1 2026 | |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.1M | 162K | ▲New +162K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $3.0M | 159K | ▲+79% Added · +70K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 18, 2026 | Zellmann Mark Joseph | President US Business Lines | Grant (A) | 13K | $427K |
| Mar 18, 2026 | Zellmann Mark Joseph | President US Business Lines | Grant (A) | 13K | $252K |
| Mar 11, 2026 | OROS JOHN J | Director | Grant (A) | 25K | $520K |
| Mar 11, 2026 | OROS JOHN J | Director | Grant (A) | 25K | $870K |
| Jan 9, 2026 | Burton David M. | SEE REMARKS, Director | Sell (S) | 385K | $7.9M |
| Jan 9, 2026 | JCF Associates IV L.P. | 10% Owner | Sell (S) | 11.0M | $215.9M |
| Aug 22, 2025 | J.C. Flowers IV L.P. | 10% Owner | Other (J) | 13.5M | $0 |
| Aug 22, 2025 | J.C. Flowers IV L.P. | 10% Owner | Other (J) | 30.2M | $0 |
| Jun 27, 2025 | JCF Associates IV L.P. | 10% Owner | Sell (S) | 6.0M | $90.3M |
| Jun 27, 2025 | JCF Associates IV L.P. | 10% Owner | Sell (S) | 2.7M | $40.3M |
| Jun 27, 2025 | Burton David M. | SEE REMARKS, Director | Sell (S) | 424K | $6.4M |
| Jun 25, 2025 | Burton David M. | SEE REMARKS, Director | Grant (A) | 4.2M | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 26 funds | $11.2B |
| NVIDIA CORPNVDA | 25 funds | $18.4B |
| ALPHABET INC-CL AGOOGL | 25 funds | $7.3B |
| JPMORGAN CHASE & COJPM | 25 funds | $3.4B |
| UNITEDHEALTH GROUP INCUNH | 25 funds | $1.1B |
| MARVELL TECHNOLOGY INCMRVL | 25 funds | $494.2M |
| AMAZON.COM INCAMZN | 24 funds | $9.4B |
| BROADCOM INCAVGO | 24 funds | $6.3B |
| META PLATFORMS INC-CLASS AMETA | 24 funds | $6.1B |
| ELI LILLY & COLLY | 24 funds | $2.6B |
| VISA INC-CLASS A SHARESV | 24 funds | $2.0B |
| SERVICENOW INCNOW | 24 funds | $1.2B |
Ranked by how many of JCAP's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JCAP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.