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/JFLX/capital-change-brief"
Use Arkolith's capital_change_brief for JFLX. 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 | $149.9M | 3.0M | ▼−3.5% Reduced · −110K sh | Q1 2026 | |
| 2 | Glenview Trust Co | $104.1M | 2.1M | ▲+4.9% Added · +97K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $62.9M | 1.3M | ▲+15% Added · +164K sh | Q1 2026 | |
| 4 | Pinnacle Financial Partners, Inc. | $40.3M | 811K | ▲+5.6% Added · +43K sh | Q1 2026 | |
| 5 | ASSETMARK, INC | $31.3M | 630K | ▼−1.4% Reduced · −9K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $22.0M | 444K | ▼−2.1% Reduced · −10K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $19.5M | 393K | ▲+3.3% Added · +13K sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $17.5M | 353K | ▲+12% Added · +38K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.7M | 277K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 10 | Bleakley Financial Group, LLC | $12.8M | 257K | ▼−5.9% Reduced · −16K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $10.3M | 207K | ▲+344% Added · +160K sh | Q1 2026 | |
| 12 | WealthPlan Investment Management, LLC | $9.8M | 197K | ▲+108% Added · +102K sh | Q1 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.5M | 191K | ▼−24% Reduced · −59K sh | Q1 2026 | |
| 14 | Modern Wealth Management, LLC | $9.0M | 182K | ▲New +182K sh | Q1 2026 | |
| 15 | DAYMARK WEALTH PARTNERS, LLC | $8.9M | 180K | ▲+8.9% Added · +15K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 167K | ▼−1.7% Reduced · −3K sh | Q1 2026 | |
| 17 | Perigon Wealth Management, LLC | $7.6M | 152K | ▲+4.3% Added · +6K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $7.4M | 149K | ▲56× Added · +146K sh | Q1 2026 | |
| 19 | National Philanthropic Trust | $5.9M | 118K | —Held | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $5.6M | 112K | ▼−7.1% Reduced · −9K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $4.8M | 96K | ▲123× Added · +95K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $4.6M | 92K | ▲+8.1% Added · +7K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $3.6M | 73K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 24 | HighTower Advisors, LLC | $3.1M | 63K | ▼−2.1% Reduced · −1K sh | Q1 2026 | |
| 25 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 60K | ▲+17% Added · +9K 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 | 23 funds | $11.9B |
| ISHARES CORE S&P 500 ETFIVV | 23 funds | $9.5B |
| MICROSOFT CORPMSFT | 23 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 23 funds | $6.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $5.3B |
| BROADCOM INCAVGO | 23 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 23 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 23 funds | $3.3B |
| ALPHABET INC-CL CGOOG | 23 funds | $3.2B |
| VANGUARD VALUE ETFVTV | 23 funds | $2.4B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 23 funds | $2.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 23 funds | $2.3B |
Ranked by how many of JFLX'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 JFLX. 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.