59 tracked 13F filers disclose a position in JGH as of the latest SEC 13F filings, a combined $90.8M 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 | McGowan Group Asset Management, Inc. | $47.8M | 3.8M | ▼−0.5% Reduced · −20K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $8.6M | 703K | ▼−7.4% Reduced · −56K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $4.9M | 402K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.7M | 306K | ▲+85% Added · +140K sh | Q1 2026 | |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | $3.4M | 268K | ▲New +268K sh | Q2 2026 | |
| 6 | Pathstone Holdings, LLC | $3.3M | 268K | ▲+3.6% Added · +9K sh | Q1 2026 | |
| 7 | Yakira Capital Management, Inc. | $3.1M | 244K | ▼−50% Reduced · −246K sh | Q2 2026 | |
| 8 | Advisors Asset Management, Inc. | $2.2M | 178K | ▲+19% Added · +29K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $1.9M | 159K | ▼~0% Reduced · −59 sh | Q1 2026 | |
| 10 | Outlook Wealth Advisors, LLC | $1.2M | 91K | ▲+0.5% Added · +475 sh | Q2 2026 | |
| 11 | Logan Stone Capital, LLC | $904K | 74K | ▼−39% Reduced · −48K sh | Q1 2026 | |
| 12 | UBS Group AG | $891K | 73K | ▼−7.0% Reduced · −6K sh | Q1 2026 | |
| 13 | Shaker Financial Services, LLC | $763K | 60K | ▼−71% Reduced · −149K sh | Q2 2026 | |
| 14 | Arax Advisory Partners | $581K | 46K | ▲73× Added · +45K sh | Q2 2026 | |
| 15 | RVW Wealth, LLC | $501K | 39K | —Held | Q2 2026 | |
| 16 | Independent Wealth Network Inc. | $462K | 36K | ▲+20% Added · +6K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | $419K | 33K | ▼−15% Reduced · −6K sh | Q2 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $401K | 33K | ▼−7.4% Reduced · −3K sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $417K | 33K | ▲+0.3% Added · +91 sh | Q2 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $355K | 29K | ▼−15% Reduced · −5K sh | Q1 2026 | |
| 21 | CSS LLC/IL | $352K | 29K | —Held | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $359K | 28K | ▲+22% Added · +5K sh | Q2 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $345K | 28K | ▲~0% Added · +1 sh | Q1 2026 | |
| 24 | GUGGENHEIM CAPITAL LLC | $328K | 27K | ▲New +27K sh | Q1 2026 | |
| 25 | GOULD ASSET MANAGEMENT LLC /CA/ | $313K | 25K | —Held | 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, 3 funds opened a new position in JGH and 4 added to an existing one, while 7 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 16 funds | $1.1B |
| META PLATFORMS INC-CLASS AMETA | 15 funds | $1.1B |
| BROADCOM INCAVGO | 15 funds | $692.2M |
| JOHNSON & JOHNSONJNJ | 15 funds | $504.5M |
| TESLA INCTSLA | 15 funds | $466.0M |
| CISCO SYSTEMS INCCSCO | 15 funds | $317.8M |
| ELI LILLY & COLLY | 15 funds | $297.1M |
| CHEVRON CORPCVX | 15 funds | $268.1M |
| PROCTER & GAMBLE CO/THEPG | 15 funds | $238.8M |
| PEPSICO INCPEP | 15 funds | $213.8M |
| QUALCOMM INCQCOM | 15 funds | $157.4M |
| ORACLE CORPORCL | 15 funds | $142.4M |
Ranked by how many of JGH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 22, 2024 | Robert Young L | Insider | Buy (P) | 16K | $200K |
| Dec 15, 2017 | SCHNEIDER WILLIAM J | Insider | Sell (S) | 23K | $385K |
| Sep 18, 2017 | SCHNEIDER WILLIAM J | Insider | Buy (P) | 23K | $400K |
| Apr 13, 2017 | Nuveen Fund Advisors, LLC | Insider | Sell (S) | 6K | $107K |
| Aug 24, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 2K | $23K |
| Aug 24, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 2K | $34K |
| Apr 24, 2015 | ZIMMERMAN GIFFORD R | Chief Administrative Officer | Sell (S) | 706 | $12K |
| Apr 8, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 270 | $5K |
| Apr 8, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 1K | $24K |
| Apr 8, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 350 | $6K |
| Apr 8, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 600 | $10K |
| Apr 8, 2015 | SCHMITZ JEFFREY T | Insider | Buy (P) | 330 | $6K |
Connected entities for JGH
This stock 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/JGH/capital-change-brief"
Use Arkolith's capital_change_brief for JGH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JGH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.