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/JMOM/capital-change-brief"
Use Arkolith's capital_change_brief for JMOM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9.7M | ▲+6.1% Added · +561K sh | Q2 2026 | |
| 2 | Blue Trust, Inc. | $323.8M | 4.8M | ▲+1.8% Added · +84K sh | Q1 2026 | |
| 3 | Equitable Holdings, Inc. | $86.0M | 1.3M | ▲+14% Added · +153K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $49.8M | 758K | ▲+31% Added · +180K sh | Q1 2026 | |
| 5 | Shore Point Advisors, LLC | $44.0M | 702K | ▲+6.8% Added · +44K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $28.1M | 414K | ▲+11% Added · +42K sh | Q1 2026 | |
| 7 | MAGNOLIA CAPITAL ADVISORS LLC | $16.2M | 239K | ▲+80% Added · +106K sh | Q1 2026 | |
| 8 | CWM, LLC | $13.0M | 191K | ▲+52% Added · +65K sh | Q1 2026 | |
| 9 | Vident Advisory, LLC | $11.5M | 169K | ▲+7.7% Added · +12K sh | Q1 2026 | |
| 10 | Corient Private Wealth LLC | $8.0M | 117K | ▼−0.8% Reduced · −992 sh | Q1 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $6.1M | 89K | ▲+47% Added · +29K sh | Q1 2026 | |
| 12 | Savant Capital, LLC | $5.4M | 80K | ▲+1.2% Added · +927 sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | $4.4M | 65K | ▲+1.2% Added · +755 sh | Q1 2026 | |
| 14 | FIFTH THIRD SECURITIES, INC. | $4.9M | 57K | ▼−7.1% Reduced · −4K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $3.8M | 57K | ▲+7.3% Added · +4K sh | Q1 2026 | |
| 16 | Vise Technologies, Inc. | $3.6M | 53K | —Held | Q1 2026 | |
| 17 | KELLY FINANCIAL GROUP LLC | $4.5M | 53K | ▼−1.7% Reduced · −926 sh | Q2 2026 | |
| 18 | Strategic Financial Services, Inc. | $3.3M | 49K | ▼−1.0% Reduced · −512 sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $2.9M | 42K | ▲+4.7% Added · +2K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 40K | ▲+104% Added · +20K sh | Q1 2026 | |
| 21 | EP Wealth Advisors, LLC | $2.6M | 38K | ▲New +38K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $2.5M | 37K | ▼−37% Reduced · −21K sh | Q1 2026 | |
| 23 | Klaas Financial Asset Advisors, LLC | $3.0M | 36K | ▼−8.1% Reduced · −3K sh | Q2 2026 | |
| 24 | ROYAL BANK OF CANADA | $2.4M | 35K | ▼−24% Reduced · −11K sh | Q1 2026 | |
| 25 | NorthCrest Asset Manangement, LLC | $2.7M | 32K | ▲+1.9% Added · +592 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 | 50 funds | $13.3B |
| MICROSOFT CORPMSFT | 50 funds | $11.2B |
| ISHARES CORE S&P 500 ETFIVV | 50 funds | $10.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 50 funds | $9.8B |
| ALPHABET INC-CL AGOOGL | 50 funds | $7.7B |
| VANGUARD FTSE DEVELOPED ETFVEA | 50 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 50 funds | $7.0B |
| ISHARES CORE MSCI EMERGINGIEMG | 50 funds | $5.8B |
| BROADCOM INCAVGO | 50 funds | $5.5B |
| VANGUARD GROWTH ETFVUG | 50 funds | $5.5B |
| VANGUARD FTSE EMERGING MARKEVWO | 50 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 50 funds | $4.8B |
Ranked by how many of JMOM'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 JMOM. 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.