103 tracked 13F filers disclose a position in JCAP as of the latest SEC 13F filings, a combined $352.9M 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 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $35.2M | 1.8M | ▲+16% Added · +247K sh | Q2 2026 | |
| 2 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $33.9M | 1.8M | ▲+37% Added · +475K 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 | →First observed position No prior filed position | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $15.4M | 791K | ▲+14% Added · +100K sh | Q2 2026 | |
| 9 | Nantahala Capital Management, LLC | $14.6M | 750K | —Held | Q2 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 | STATE STREET CORP | $9.2M | 472K | ▲+29% Added · +106K sh | Q2 2026 | |
| 13 | MILLENNIUM MANAGEMENT LLC | $7.8M | 404K | ▲+122% Added · +222K 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 | →First observed position No prior filed position | 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.
Last quarter, 14 funds opened a new position in JCAP and 24 added to an existing one, while 4 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 42 funds | $142.1B |
| ALPHABET INC-CL AGOOGL | 42 funds | $81.7B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $60.3B |
| TESLA INCTSLA | 41 funds | $36.3B |
| JPMORGAN CHASE & COJPM | 41 funds | $34.0B |
| MICRON TECHNOLOGY INCMU | 41 funds | $18.7B |
| UNITEDHEALTH GROUP INCUNH | 41 funds | $15.3B |
| NVIDIA CORPNVDA | 40 funds | $214.8B |
| BROADCOM INCAVGO | 40 funds | $85.7B |
| VISA INC-CLASS A SHARESV | 40 funds | $30.8B |
| CAPITAL ONE FINANCIAL CORPCOF | 40 funds | $8.3B |
| WELLS FARGO & COWFC | 40 funds | $8.3B |
Ranked by how many of JCAP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Person Penelope JoAnn | Chief Commercial Officer | Sell (S) | 246 | $5K |
| Aug 17, 2026 | Zellmann Mark Joseph | President US Business Lines | Sell (S) | 56K | $1.3M |
| 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 |
| 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 |
| Apr 15, 2020 | Decker Mark O. | Director | Buy (P) | 49 | $598 |
| Apr 15, 2020 | Decker Mark O. | Director | Buy (P) | 280 | $3K |
| Apr 15, 2020 | Decker Mark O. | Director | Buy (P) | 95 | $1K |
| Mar 31, 2020 | Corak David | SVP, Corporate Finance | Buy (P) | 500 | $5K |
| Mar 31, 2020 | Good John A | Chief Executive Officer, Director | Buy (P) | 3K | $31K |
Connected entities for JCAP
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.
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.