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/JMHI/capital-change-brief"
Use Arkolith's capital_change_brief for JMHI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | $21.9M | 439K | ▲+4.2% Added · +18K sh | Q1 2026 | |
| 2 | Capital Asset Advisory Services LLC | $8.3M | 166K | ▲New +166K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $7.1M | 143K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 95K | ▲+32% Added · +23K sh | Q1 2026 | |
| 5 | Prentice Wealth Management LLC | $4.4M | 86K | ▼−21% Reduced · −22K sh | Q2 2026 | |
| 6 | UBS Group AG | $3.6M | 71K | ▲+62% Added · +27K sh | Q1 2026 | |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 70K | ▼−36% Reduced · −40K sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 66K | ▲+7.1% Added · +4K sh | Q1 2026 | |
| 9 | AdvisorNet Financial, Inc | $2.9M | 58K | ▼−0.2% Reduced · −135 sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $2.9M | 58K | ▲+439% Added · +47K sh | Q1 2026 | |
| 11 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 57K | ▲+0.5% Added · +291 sh | Q2 2026 | |
| 12 | JPMORGAN CHASE & CO | $2.7M | 54K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $2.5M | 51K | ▲+127% Added · +29K sh | Q1 2026 | |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 45K | ▲+48% Added · +15K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.1M | 43K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 16 | Integrated Wealth Concepts LLC | $1.6M | 32K | ▲New +32K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $1.5M | 30K | ▲+201% Added · +20K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $1.3M | 26K | ▼−87% Reduced · −171K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 24K | ▲+7.3% Added · +2K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $999K | 20K | ▲+27% Added · +4K sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $863K | 17K | ▼−4.0% Reduced · −717 sh | Q1 2026 | |
| 22 | Concurrent Investment Advisors, LLC | $858K | 17K | ▲New +17K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $743K | 15K | ▼−47% Reduced · −13K sh | Q1 2026 | |
| 24 | Equitable Holdings, Inc. | $689K | 14K | ▲New +14K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $558K | 11K | ▲+97% Added · +6K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $9.5B |
| NVIDIA CORPNVDA | 22 funds | $8.2B |
| MICROSOFT CORPMSFT | 22 funds | $5.2B |
| ALPHABET INC-CL AGOOGL | 22 funds | $3.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $3.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 22 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $2.8B |
| BROADCOM INCAVGO | 22 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.5B |
| MICRON TECHNOLOGY INCMU | 22 funds | $2.0B |
| VANGUARD VALUE ETFVTV | 22 funds | $2.0B |
Ranked by how many of JMHI'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 JMHI. 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.