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/JMEE/capital-change-brief"
Use Arkolith's capital_change_brief for JMEE. 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 | $684.1M | 10.5M | ▲~0% Added · +5K sh | Q1 2026 | |
| 2 | FMR LLC | $160.6M | 2.4M | ▲3k× Added · +2.4M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $142.4M | 2.1M | ▲+9.3% Added · +182K sh | Q1 2026 | |
| 4 | CWM, LLC | $70.4M | 1.1M | ▲+9.9% Added · +95K sh | Q1 2026 | |
| 5 | Crestwood Advisors Group, LLC | $67.0M | 1.0M | ▲+0.9% Added · +9K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $45.5M | 681K | ▲+3.1% Added · +20K sh | Q1 2026 | |
| 7 | Syntegra Private Wealth Group, LLC | $49.4M | 633K | ▲+2.6% Added · +16K sh | Q2 2026 | |
| 8 | Bank of New York Mellon Corp | $37.6M | 563K | ▲+53% Added · +196K sh | Q1 2026 | |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | $37.1M | 555K | ▲+3.1% Added · +17K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $30.1M | 459K | ▲+13% Added · +53K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $27.8M | 416K | ▼−2.5% Reduced · −11K sh | Q1 2026 | |
| 12 | Arkadios Wealth Advisors | $27.2M | 408K | ▲New +408K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $26.7M | 400K | ▲+3.8% Added · +15K sh | Q1 2026 | |
| 14 | CGC Financial Services, LLC | $25.3M | 324K | ▼−4.5% Reduced · −15K sh | Q2 2026 | |
| 15 | VERUS CAPITAL PARTNERS, LLC | $18.2M | 273K | ▲+5.8% Added · +15K sh | Q1 2026 | |
| 16 | Advisory Resource Group | $20.2M | 259K | ▲+0.2% Added · +536 sh | Q2 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17.2M | 258K | ▲+0.1% Added · +193 sh | Q1 2026 | |
| 18 | WealthPlan Investment Management, LLC | $13.2M | 197K | ▲+88% Added · +92K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $12.3M | 184K | ▲+20% Added · +31K sh | Q1 2026 | |
| 20 | Bond & Devick Financial Network, Inc. | $14.3M | 183K | ▲+4.2% Added · +7K sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $11.7M | 175K | ▼−15% Reduced · −30K sh | Q1 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 139K | ▲+1.6% Added · +2K sh | Q1 2026 | |
| 23 | Tradition Wealth Management, LLC | $8.5M | 128K | ▲+8.0% Added · +9K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | $7.2M | 107K | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 25 | STIFEL FINANCIAL CORP | $7.1M | 106K | ▲+8.9% 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 |
|---|---|---|
| APPLE INCAAPL | 48 funds | $13.5B |
| ISHARES CORE S&P 500 ETFIVV | 48 funds | $12.7B |
| NVIDIA CORPNVDA | 48 funds | $10.9B |
| MICROSOFT CORPMSFT | 48 funds | $9.6B |
| AMAZON.COM INCAMZN | 48 funds | $7.0B |
| VANGUARD S&P 500 ETFVOO | 48 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 48 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 48 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 48 funds | $4.3B |
| BROADCOM INCAVGO | 48 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 48 funds | $4.1B |
Ranked by how many of JMEE'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 JMEE. 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.