55 tracked 13F filers disclose a position in JCPI as of the latest SEC 13F filings, a combined $587.3M 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 | 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 | $12.1M | 253K | ▼−1.9% Reduced · −5K sh | Q2 2026 | |
| 4 | FULTON BREAKEFIELD BROENNIMAN LLC | $11.4M | 238K | ▲New +238K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $7.3M | 152K | ▲+9.7% Added · +13K sh | Q1 2026 | |
| 6 | UBS Group AG | $6.4M | 132K | ▼−1.6% Reduced · −2K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $5.7M | 119K | ▲+17% Added · +17K sh | Q2 2026 | |
| 8 | AE Wealth Management LLC | $5.4M | 111K | ▲+29% Added · +25K sh | Q1 2026 | |
| 9 | Integrated Wealth Concepts LLC | $5.3M | 110K | ▲+174% Added · +70K sh | Q2 2026 | |
| 10 | Avior Wealth Management, LLC | $4.9M | 101K | ▲+5.1% Added · +5K sh | Q1 2026 | |
| 11 | Systelligence, LLC | $3.8M | 79K | ▼−20% Reduced · −20K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.3M | 69K | ▼−50% Reduced · −70K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $2.8M | 57K | ▼−90% Reduced · −506K sh | Q1 2026 | |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.7M | 55K | ▼−4.7% Reduced · −3K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 51K | ▲+9.8% Added · +5K sh | Q1 2026 | |
| 16 | Balanced Rock Investment Advisors LLC | $2.4M | 49K | ▲+12% Added · +5K sh | Q3 2025 | |
| 17 | MML INVESTORS SERVICES, LLC | $2.2M | 45K | ▼−0.9% Reduced · −416 sh | Q2 2026 | |
| 18 | Clear Creek Financial Management, LLC | $2.0M | 42K | ▲+40% Added · +12K sh | Q2 2026 | |
| 19 | &PARTNERS | $2.0M | 41K | ▲+2.0% Added · +811 sh | Q2 2026 | |
| 20 | JANE STREET GROUP, LLC | $1.9M | 40K | ▼−56% Reduced · −51K sh | Q1 2026 | |
| 21 | Urban Wealth Management, LLC | $1.9M | 39K | ▲New +39K sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $1.6M | 34K | ▲+57% Added · +12K sh | Q1 2026 | |
| 23 | STIFEL FINANCIAL CORP | $1.5M | 31K | ▲+41% Added · +9K sh | Q1 2026 | |
| 24 | CITADEL ADVISORS LLC | $1.3M | 27K | ▼−35% Reduced · −14K sh | Q1 2026 | |
| 25 | Cornerstone Planning Group LLC | $1.2M | 25K | ▲+5.2% Added · +1K 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 JCPI and 12 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 22 funds | $4.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 22 funds | $1.5B |
| NVIDIA CORPNVDA | 21 funds | $6.2B |
| AMAZON.COM INCAMZN | 21 funds | $3.5B |
| MICROSOFT CORPMSFT | 21 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.4B |
| ALPHABET INC-CL AGOOGL | 21 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 21 funds | $563.6M |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $4.6B |
| BROADCOM INCAVGO | 20 funds | $2.4B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.2B |
Ranked by how many of JCPI'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 JCPI
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.
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.