84 tracked 13F filers disclose a position in JMSB as of the latest SEC 13F filings, a combined $95.5M 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 | T. Rowe Price Investment Management, Inc. | Withheld | 2.0M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $17.8M | 875K | ▲+0.4% Added · +4K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $10.9M | 537K | →First observed position No prior filed position | Q1 2026 | |
| 4 | EVERMAY WEALTH MANAGEMENT LLC | $7.7M | 351K | ▲+0.3% Added · +1K sh | Q2 2026 | |
| 5 | TOTH FINANCIAL ADVISORY CORP | $7.3M | 336K | ▼−8.8% Reduced · −32K sh | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $6.9M | 316K | ▲+7.1% Added · +21K sh | Q2 2026 | |
| 7 | STATE STREET CORP | $4.8M | 219K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $4.2M | 207K | ▼−15% Reduced · −37K sh | Q1 2026 | |
| 9 | MAI Capital Management | $4.0M | 198K | ▲~0% Added · +2 sh | Q1 2026 | |
| 10 | Rhino Investment Partners, Inc | $2.4M | 119K | ▲+25% Added · +24K sh | Q1 2026 | |
| 11 | BROWN ADVISORY INC | $2.2M | 108K | —Held | Q1 2026 | |
| 12 | Fourthstone LLC | $2.2M | 108K | ▼−3.3% Reduced · −4K sh | Q1 2026 | |
| 13 | Elizabeth Park Capital Advisors, Ltd. | $2.3M | 105K | —Held | Q3 2026 | |
| 14 | Cresset Asset Management, LLC | $2.3M | 104K | ▼~0% Reduced · −1 sh | Q2 2026 | |
| 15 | NORTHERN TRUST CORP | $2.0M | 100K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 16 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 80K | →First observed position No prior filed position | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 73K | →First observed position No prior filed position | Q1 2026 | |
| 18 | Wealthspire Advisors, LLC | $1.3M | 64K | ▲New +64K sh | Q1 2026 | |
| 19 | Meridian Financial Partners LLC | $1.3M | 58K | —Held | Q2 2026 | |
| 20 | Selective Wealth Management, Inc. | $912K | 41K | ▲New +41K sh | Q2 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $742K | 37K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $641K | 32K | ▲+22% Added · +6K sh | Q1 2026 | |
| 23 | MARSHALL WACE, LLP | $638K | 31K | ▲New +31K sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $637K | 31K | ▲+38% Added · +9K sh | Q1 2026 | |
| 25 | Bank of New York Mellon Corp | $633K | 31K | ▼−3.9% Reduced · −1K 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.
Last quarter, 10 funds opened a new position in JMSB and 12 added to an existing one, while 4 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 | 33 funds | $58.3B |
| BANK OF AMERICA CORPBAC | 33 funds | $5.8B |
| NVIDIA CORPNVDA | 32 funds | $88.4B |
| ALPHABET INC-CL CGOOG | 32 funds | $27.6B |
| ELI LILLY & COLLY | 32 funds | $15.9B |
| JPMORGAN CHASE & COJPM | 32 funds | $14.1B |
| ADVANCED MICRO DEVICESAMD | 32 funds | $8.6B |
| UNITEDHEALTH GROUP INCUNH | 32 funds | $5.4B |
| MCDONALD'S CORPMCD | 32 funds | $4.3B |
| ABBOTT LABORATORIESABT | 32 funds | $3.6B |
| LOCKHEED MARTIN CORPLMT | 32 funds | $2.5B |
| APPLE INCAAPL | 31 funds | $69.0B |
Ranked by how many of JMSB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Chase Philip | Director | Buy (P) | 133 | $3K |
| Aug 26, 2026 | Kinney Jonathan Craig | Director | Buy (P) | 1K | $28K |
| Aug 26, 2026 | Kinney Jonathan Craig | Director | Buy (P) | 1K | $26K |
| Jun 3, 2026 | Mahan Oscar Leland | Director | Buy (P) | 179 | $4K |
| Jun 3, 2026 | Kinney Jonathan Craig | Director | Buy (P) | 1K | $23K |
| Jun 3, 2026 | Kinney Jonathan Craig | Director | Buy (P) | 1K | $25K |
| Dec 5, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 500 | $10K |
| Dec 2, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 900 | $17K |
| Dec 2, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 445 | $9K |
| Nov 6, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 500 | $9K |
| Nov 5, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 300 | $6K |
| Nov 5, 2025 | Kinney Jonathan Craig | Director | Buy (P) | 500 | $9K |
Connected entities for JMSB
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/JMSB/capital-change-brief"
Use Arkolith's capital_change_brief for JMSB. 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 JMSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.