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/JCPI/capital-change-brief"
Use Arkolith's capital_change_brief for JCPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $470.4M | 9.8M | ▼−6.3% Reduced · −662K sh | Q1 2026 | |
| 2 | MAI Capital Management | $13.5M | 278K | ▲+5.7% Added · +15K sh | Q1 2026 | |
| 3 | OXFORD FINANCIAL GROUP, LTD. LLC | $12.5M | 258K | ▼−4.0% Reduced · −11K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $7.3M | 152K | ▲+9.7% Added · +13K sh | Q1 2026 | |
| 5 | UBS Group AG | $6.4M | 132K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 6 | AE Wealth Management LLC | $5.4M | 111K | ▲+29% Added · +25K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $4.9M | 102K | ▲+45% Added · +31K sh | Q1 2026 | |
| 8 | Avior Wealth Management, LLC | $4.9M | 101K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 9 | Systelligence, LLC | $3.8M | 79K | ▼−20% Reduced · −20K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.3M | 69K | ▼−50% Reduced · −70K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.8M | 58K | ▲+3.8% Added · +2K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $2.8M | 57K | ▼−90% Reduced · −506K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 51K | ▲+9.8% Added · +5K sh | Q1 2026 | |
| 14 | MML INVESTORS SERVICES, LLC | $2.2M | 45K | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 15 | &PARTNERS | $2.0M | 41K | ▲+1.1% Added · +446 sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $1.9M | 40K | ▲+17% Added · +6K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $1.9M | 40K | ▼−56% Reduced · −51K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 34K | ▲+57% Added · +12K sh | Q1 2026 | |
| 19 | STIFEL FINANCIAL CORP | $1.5M | 31K | ▲+41% Added · +9K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $1.3M | 27K | ▼−35% Reduced · −14K sh | Q1 2026 | |
| 21 | Equitable Holdings, Inc. | $1.2M | 26K | ▲+0.5% Added · +131 sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.2M | 25K | ▼−46% Reduced · −21K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $1.1M | 22K | ▲+1.6% Added · +353 sh | Q1 2026 | |
| 24 | OPPENHEIMER & CO INC | $793K | 16K | —Held | Q1 2026 | |
| 25 | Bill Few Associates, Inc. | $728K | 15K | ▼−2.6% Reduced · −412 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 20 funds | $8.6B |
| APPLE INCAAPL | 20 funds | $8.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $6.1B |
| MICROSOFT CORPMSFT | 20 funds | $5.2B |
| AMAZON.COM INCAMZN | 20 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 20 funds | $3.3B |
| BROADCOM INCAVGO | 20 funds | $2.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 20 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 20 funds | $2.6B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 20 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $2.2B |
Ranked by how many of JCPI'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 JCPI. 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.