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/JMBS/capital-change-brief"
Use Arkolith's capital_change_brief for JMBS. 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 | 28.6M | ▲+12% Added · +3.1M sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $986.5M | 21.8M | ▲+1.0% Added · +225K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $440.4M | 9.7M | ▼−47% Reduced · −8.6M sh | Q1 2026 | |
| 4 | Haverford Trust Co | $167.1M | 3.7M | ▲+15% Added · +485K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $147.4M | 3.3M | ▼−4.5% Reduced · −153K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $141.0M | 3.1M | ▲+1.2% Added · +37K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $127.7M | 2.8M | ▲+0.7% Added · +19K sh | Q1 2026 | |
| 8 | Gradient Investments LLC | $121.0M | 2.7M | ▲+15% Added · +342K sh | Q2 2026 | |
| 9 | UBS Group AG | $113.6M | 2.5M | ▲+6.3% Added · +150K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $107.3M | 2.4M | ▼−22% Reduced · −653K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $93.4M | 2.1M | ▲+234% Added · +1.5M sh | Q1 2026 | |
| 12 | Hamilton Capital, LLC | $92.2M | 2.0M | ▲+7.9% Added · +149K sh | Q1 2026 | |
| 13 | Modern Wealth Management, LLC | $90.3M | 2.0M | ▲+15% Added · +254K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $89.9M | 2.0M | ▲+423% Added · +1.6M sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $84.6M | 1.9M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 16 | Advance Capital Management, Inc. | $79.6M | 1.8M | ▲127× Added · +1.7M sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $79.3M | 1.8M | ▼−16% Reduced · −322K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $73.9M | 1.6M | ▲+4.6% Added · +72K sh | Q1 2026 | |
| 19 | Pallas Capital Advisors LLC | $69.3M | 1.5M | ▼−6.9% Reduced · −113K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $55.7M | 1.2M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 21 | Madison Asset Management, LLC | $53.7M | 1.2M | ▼−22% Reduced · −343K sh | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $52.0M | 1.2M | ▲+8.4% Added · +90K sh | Q2 2026 | |
| 23 | CAPITAL ADVISORS INC/OK | $48.1M | 1.1M | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 24 | EP Wealth Advisors, LLC | $46.3M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 25 | INSPIRION WEALTH ADVISORS, LLC | $38.2M | 851K | ▲+11% Added · +85K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 79 funds | $18.2B |
| MICROSOFT CORPMSFT | 79 funds | $15.2B |
| ALPHABET INC-CL AGOOGL | 79 funds | $10.3B |
| BROADCOM INCAVGO | 79 funds | $7.3B |
| JPMORGAN CHASE & COJPM | 79 funds | $6.9B |
| ELI LILLY & COLLY | 79 funds | $4.2B |
| JOHNSON & JOHNSONJNJ | 79 funds | $4.1B |
| EXXON MOBIL CORPXOM | 79 funds | $3.9B |
| WALMART INCWMT | 79 funds | $3.7B |
| VISA INC-CLASS A SHARESV | 79 funds | $3.6B |
| CHEVRON CORPCVX | 79 funds | $3.2B |
| HOME DEPOT INCHD | 79 funds | $2.8B |
Ranked by how many of JMBS'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 JMBS. 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.