464 tracked 13F filers disclose a position in JCPB as of the latest SEC 13F filings, a combined $9.1B 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 | HB Wealth Management, LLC | $730.9M | 15.6M | ▲+8.4% Added · +1.2M sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $393.7M | 8.4M | ▲+30% Added · +1.9M sh | Q1 2026 | |
| 3 | FACTORY MUTUAL INSURANCE CO | $374.7M | 8.0M | ▲+37% Added · +2.1M sh | Q2 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $315.7M | 6.7M | ▲+41% Added · +1.9M sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $260.1M | 5.5M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 6 | OpenArc Corporate Advisory, LLC | $254.2M | 5.4M | ▲+13% Added · +606K sh | Q2 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $253.1M | 5.4M | ▼−9.1% Reduced · −535K sh | Q1 2026 | |
| 8 | Dynasty Wealth Management, LLC | $235.6M | 5.0M | ▲+13% Added · +578K sh | Q2 2026 | |
| 9 | Mariner, LLC | $222.6M | 4.7M | ▲+30% Added · +1.1M sh | Q1 2026 | |
| 10 | Legacy Wealth Management, LLC | $190.5M | 4.1M | ▲+4.9% Added · +190K sh | Q2 2026 | |
| 11 | HighTower Advisors, LLC | $151.8M | 3.2M | ▲+8.7% Added · +259K sh | Q1 2026 | |
| 12 | Valeo Financial Advisors, LLC | $138.1M | 3.1M | ▲+7.6% Added · +220K sh | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.7M | 3.1M | ▲+8.3% Added · +237K sh | Q1 2026 | |
| 14 | Moss Adams Wealth Advisors LLC | $136.3M | 2.9M | ▲+11% Added · +278K sh | Q2 2026 | |
| 15 | Summit Financial Strategies, Inc. | $131.5M | 2.8M | ▲+6.1% Added · +161K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $123.1M | 2.6M | ▲+17% Added · +384K sh | Q1 2026 | |
| 17 | Vestmark Advisory Solutions, Inc. | $115.2M | 2.5M | ▲+4.9% Added · +115K sh | Q2 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $113.2M | 2.4M | ▼−1.8% Reduced · −45K sh | Q1 2026 | |
| 19 | Confluence Wealth Services, Inc. | $111.1M | 2.4M | ▲+29% Added · +537K sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $104.5M | 2.2M | ▼−1.4% Reduced · −32K sh | Q1 2026 | |
| 21 | Modern Wealth Management, LLC | $102.5M | 2.2M | ▲+19% Added · +356K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $98.7M | 2.1M | ▲+11% Added · +210K sh | Q1 2026 | |
| 23 | First Pacific Financial | $97.3M | 2.1M | ▲+3.3% Added · +67K sh | Q2 2026 | |
| 24 | McAdam, LLC | $92.7M | 2.0M | ▲+50% Added · +662K sh | Q2 2026 | |
| 25 | CGN Advisors LLC | $90.9M | 1.9M | ▲+7.5% Added · +135K 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, 2 funds opened a new position in JCPB and 40 added to an existing one, while 5 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 |
|---|---|---|
| NVIDIA CORPNVDA | 253 funds | $53.2B |
| APPLE INCAAPL | 252 funds | $47.0B |
| MICROSOFT CORPMSFT | 251 funds | $35.8B |
| AMAZON.COM INCAMZN | 249 funds | $24.2B |
| ALPHABET INC-CL AGOOGL | 239 funds | $20.5B |
| JPMORGAN CHASE & COJPM | 238 funds | $9.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 235 funds | $8.4B |
| ALPHABET INC-CL CGOOG | 234 funds | $14.9B |
| ISHARES CORE S&P 500 ETFIVV | 231 funds | $15.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 229 funds | $13.3B |
| ELI LILLY & COLLY | 228 funds | $10.1B |
| VANGUARD S&P 500 ETFVOO | 227 funds | $10.8B |
Ranked by how many of JCPB's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JCPB
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/JCPB/capital-change-brief"
Use Arkolith's capital_change_brief for JCPB. 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 JCPB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.