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/JEMA/capital-change-brief"
Use Arkolith's capital_change_brief for JEMA. 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 | $777.4M | 15.5M | ▼−4.8% Reduced · −783K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $181.3M | 3.5M | ▲+2.6% Added · +90K sh | Q1 2026 | |
| 3 | Vestmark Advisory Solutions, Inc. | $35.5M | 683K | ▼−4.6% Reduced · −33K sh | Q1 2026 | |
| 4 | WNY Asset Management, LLC | $30.4M | 583K | ▲New +583K sh | Q1 2026 | |
| 5 | KELLY FINANCIAL GROUP LLC | $31.3M | 490K | ▲+1.3% Added · +6K sh | Q2 2026 | |
| 6 | Lido Advisors, LLC | $25.3M | 486K | ▲+65% Added · +192K sh | Q1 2026 | |
| 7 | Pallas Capital Advisors LLC | $20.4M | 393K | ▼−8.7% Reduced · −37K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $19.3M | 371K | ▲+33% Added · +92K sh | Q1 2026 | |
| 9 | BURKETT FINANCIAL SERVICES, LLC | $22.2M | 347K | ▲411× Added · +346K sh | Q2 2026 | |
| 10 | LPL Financial LLC | $18.0M | 345K | ▲+77% Added · +150K sh | Q1 2026 | |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $11.6M | 222K | ▲+16% Added · +30K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 192K | ▲+54% Added · +68K sh | Q1 2026 | |
| 13 | Arkadios Wealth Advisors | $9.3M | 179K | ▲New +179K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $8.3M | 160K | ▲New +160K sh | Q1 2026 | |
| 15 | OLD MISSION CAPITAL LLC | $7.4M | 143K | ▲New +143K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $6.9M | 133K | ▲154× Added · +132K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.7M | 130K | ▼−31% Reduced · −58K sh | Q1 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $6.6M | 128K | ▲New +128K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $6.3M | 121K | ▲+13% Added · +14K sh | Q1 2026 | |
| 20 | Perigon Wealth Management, LLC | $5.2M | 100K | ▲+14% Added · +12K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $3.8M | 74K | ▲+50% Added · +25K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $2.7M | 53K | ▲+81% Added · +24K sh | Q1 2026 | |
| 23 | &PARTNERS | $2.4M | 46K | ▲New +46K sh | Q1 2026 | |
| 24 | NewEdge Wealth, LLC | $2.3M | 45K | ▲New +45K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 37K | ▼−4.3% Reduced · −2K 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 | 39 funds | $15.3B |
| ISHARES CORE S&P 500 ETFIVV | 39 funds | $13.3B |
| MICROSOFT CORPMSFT | 39 funds | $11.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $9.4B |
| ALPHABET INC-CL AGOOGL | 39 funds | $7.9B |
| BROADCOM INCAVGO | 39 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 39 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 39 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 39 funds | $5.1B |
| EXXON MOBIL CORPXOM | 39 funds | $3.0B |
| WALMART INCWMT | 39 funds | $3.0B |
| TESLA INCTSLA | 39 funds | $3.0B |
Ranked by how many of JEMA'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 JEMA. 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.