44 tracked 13F filers disclose a position in JCE as of the latest SEC 13F filings, a combined $65.9M 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 | RAYMOND JAMES FINANCIAL INC | $8.5M | 573K | ▲+6.7% Added · +36K sh | Q1 2026 | |
| 2 | Shaker Financial Services, LLC | $8.7M | 519K | ▼−16% Reduced · −97K sh | Q2 2026 | |
| 3 | 1607 Capital Partners, LLC | $8.2M | 503K | ▲+75% Added · +215K sh | Q2 2026 | |
| 4 | Baird Financial Group, Inc. | $7.1M | 482K | ▼−16% Reduced · −90K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $5.5M | 374K | ▼−2.4% Reduced · −9K sh | Q1 2026 | |
| 6 | GUGGENHEIM CAPITAL LLC | $4.7M | 318K | ▲+18% Added · +49K sh | Q1 2026 | |
| 7 | RETIREMENT PLANNING GROUP, LLC / NY | $4.2M | 250K | ▼−1.9% Reduced · −5K sh | Q2 2026 | |
| 8 | Karpus Management, Inc. | $2.7M | 184K | ▲+275% Added · +135K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $2.6M | 179K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $1.6M | 109K | ▲+6.5% Added · +7K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | $1.5M | 92K | ▲+0.8% Added · +730 sh | Q2 2026 | |
| 12 | LPL Financial LLC | $1.3M | 90K | ▼−13% Reduced · −13K sh | Q1 2026 | |
| 13 | Advisors Asset Management, Inc. | $890K | 54K | ▲+78% Added · +24K sh | Q2 2026 | |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $854K | 52K | ▲+0.3% Added · +169 sh | Q2 2026 | |
| 15 | Spire Wealth Management | $762K | 52K | —Held | Q1 2026 | |
| 16 | AMERIPRISE FINANCIAL INC | $673K | 46K | ▼−4.4% Reduced · −2K sh | Q1 2026 | |
| 17 | Z3 Capital Partners, LLC | $677K | 41K | ▲+2.0% Added · +818 sh | Q2 2026 | |
| 18 | UBS Group AG | $608K | 41K | ▼−25% Reduced · −14K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $529K | 36K | ▲+6.8% Added · +2K sh | Q1 2026 | |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $518K | 35K | ▼−0.5% Reduced · −165 sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $485K | 33K | ▲+1.2% Added · +390 sh | Q1 2026 | |
| 22 | PMG Family Office LLC | $513K | 31K | ▲+4.4% Added · +1K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $451K | 31K | ▲~0% Added · +5 sh | Q1 2026 | |
| 24 | NewEdge Advisors, LLC | $329K | 20K | ▼−34% Reduced · −10K sh | Q2 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $280K | 19K | ▲New +19K 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, 3 funds opened a new position in JCE and 11 added to an existing one, while 2 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 |
|---|---|---|
| ELI LILLY & COLLY | 15 funds | $224.7M |
| NVIDIA CORPNVDA | 14 funds | $3.0B |
| APPLE INCAAPL | 14 funds | $2.8B |
| AMAZON.COM INCAMZN | 14 funds | $2.1B |
| MICROSOFT CORPMSFT | 14 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 14 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 14 funds | $942.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $744.9M |
| WALMART INCWMT | 14 funds | $460.6M |
| ABBVIE INCABBV | 14 funds | $203.2M |
| HOME DEPOT INCHD | 14 funds | $157.3M |
| ALPHABET INC-CL AGOOGL | 13 funds | $2.0B |
Ranked by how many of JCE's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for JCE
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/JCE/capital-change-brief"
Use Arkolith's capital_change_brief for JCE. 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 JCE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.