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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HB Wealth Management, LLC | $676.2M | 14.4M | ▲+16% Added · +2.0M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $393.7M | 8.4M | ▲+30% Added · +1.9M sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $315.7M | 6.7M | ▲+41% Added · +1.9M sh | Q1 2026 | |
| 4 | FACTORY MUTUAL INSURANCE CO | $275.2M | 5.8M | —Held | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $260.1M | 5.5M | ▲+24% Added · +1.1M sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $253.1M | 5.4M | ▼−9.1% Reduced · −535K sh | Q1 2026 | |
| 7 | OpenArc Corporate Advisory, LLC | $226.5M | 4.8M | ▲+13% Added · +567K sh | Q1 2026 | |
| 8 | Mariner, LLC | $222.6M | 4.7M | ▲+30% Added · +1.1M sh | Q1 2026 | |
| 9 | Dynasty Wealth Management, LLC | $209.1M | 4.4M | ▲+19% Added · +716K 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 | ENVESTNET ASSET MANAGEMENT INC | $123.1M | 2.6M | ▲+17% Added · +384K sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $113.2M | 2.4M | ▼−1.8% Reduced · −45K sh | Q1 2026 | |
| 16 | Vestmark Advisory Solutions, Inc. | $110.1M | 2.3M | ▲+13% Added · +276K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $104.5M | 2.2M | ▼−1.4% Reduced · −32K sh | Q1 2026 | |
| 18 | Modern Wealth Management, LLC | $102.5M | 2.2M | ▲+19% Added · +356K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $98.7M | 2.1M | ▲+11% Added · +210K sh | Q1 2026 | |
| 20 | Savant Capital, LLC | $98.6M | 2.1M | ▲+32% Added · +505K sh | Q1 2026 | |
| 21 | CGN Advisors LLC | $90.9M | 1.9M | ▲+7.5% Added · +135K sh | Q2 2026 | |
| 22 | Confluence Wealth Services, Inc. | $86.2M | 1.8M | ▲+27% Added · +390K sh | Q1 2026 | |
| 23 | Avantax Planning Partners, Inc. | $78.8M | 1.7M | ▲+2.9% Added · +48K sh | Q1 2026 | |
| 24 | LPL Financial LLC | $78.8M | 1.7M | ▲+446% Added · +1.4M sh | Q1 2026 | |
| 25 | Bogart Wealth, LLC | $73.9M | 1.6M | ▲+4.0% Added · +60K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 115 funds | $21.1B |
| MICROSOFT CORPMSFT | 115 funds | $17.5B |
| APPLE INCAAPL | 114 funds | $24.5B |
| ALPHABET INC-CL AGOOGL | 114 funds | $10.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 114 funds | $10.4B |
| BROADCOM INCAVGO | 114 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 114 funds | $7.5B |
| ALPHABET INC-CL CGOOG | 114 funds | $7.2B |
| META PLATFORMS INC-CLASS AMETA | 114 funds | $7.0B |
| EXXON MOBIL CORPXOM | 114 funds | $5.1B |
| WALMART INCWMT | 114 funds | $4.6B |
| JOHNSON & JOHNSONJNJ | 114 funds | $4.6B |
Ranked by how many of JCPB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.