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/JEPQ/capital-change-brief"
Use Arkolith's capital_change_brief for JEPQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $1.3B | 23.6M | ▲+4.8% Added · +1.1M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $1.2B | 22.6M | ▼−4.4% Reduced · −1.0M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $937.0M | 16.9M | ▲+13% Added · +2.0M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $770.5M | 13.9M | ▲+8.9% Added · +1.1M sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $504.1M | 9.1M | ▲+11% Added · +883K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $272.9M | 4.9M | ▼−2.5% Reduced · −124K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $255.7M | 4.6M | ▲+13% Added · +518K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $237.3M | 4.3M | ▲+8.5% Added · +336K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $222.6M | 4.0M | ▲+18% Added · +620K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $207.3M | 3.7M | ▼−3.6% Reduced · −141K sh | Q1 2026 | |
| 11 | UBS Group AG | $193.8M | 3.5M | ▲+2.0% Added · +67K sh | Q1 2026 | |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $173.4M | 3.1M | ▲+8.7% Added · +250K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $168.5M | 3.0M | ▲+7.2% Added · +204K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $79.0M | 2.2M | ▲+12% Added · +232K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $116.6M | 2.2M | ▲+26% Added · +440K sh | Q1 2026 | |
| 16 | Allworth Financial LP | $114.9M | 2.1M | ▲+1.3% Added · +28K sh | Q1 2026 | |
| 17 | RiverFront Investment Group, LLC | $113.4M | 2.0M | ▲+4.1% Added · +80K sh | Q1 2026 | |
| 18 | Adams Asset Advisors, LLC | $86.5M | 1.4M | ▲+30% Added · +321K sh | Q2 2026 | |
| 19 | CAPITAL ADVISORS INC/OK | $77.4M | 1.4M | ▲+24% Added · +273K sh | Q1 2026 | |
| 20 | STIFEL FINANCIAL CORP | $72.1M | 1.3M | ▲+2.0% Added · +26K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $69.4M | 1.2M | ▲+8.8% Added · +101K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $66.0M | 1.2M | ▼−12% Reduced · −156K sh | Q1 2026 | |
| 23 | Mariner, LLC | $62.4M | 1.1M | ▲+70% Added · +462K sh | Q1 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $60.4M | 1.1M | ▲141× Added · +1.1M sh | Q1 2026 | |
| 25 | Hilton Capital Management, LLC | $60.3M | 1.1M | ▲+1.5% Added · +16K 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 |
|---|---|---|
| APPLE INCAAPL | 209 funds | $47.3B |
| MICROSOFT CORPMSFT | 209 funds | $34.3B |
| ALPHABET INC-CL AGOOGL | 209 funds | $23.5B |
| BROADCOM INCAVGO | 209 funds | $16.9B |
| JOHNSON & JOHNSONJNJ | 209 funds | $9.5B |
| NVIDIA CORPNVDA | 208 funds | $45.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 208 funds | $32.2B |
| AMAZON.COM INCAMZN | 208 funds | $26.0B |
| JPMORGAN CHASE & COJPM | 208 funds | $16.1B |
| META PLATFORMS INC-CLASS AMETA | 208 funds | $14.2B |
| CHEVRON CORPCVX | 208 funds | $6.4B |
| ALPHABET INC-CL CGOOG | 207 funds | $15.7B |
Ranked by how many of JEPQ'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 JEPQ. 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.