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.
| # | 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 | ▲New +537K sh | Q1 2026 | |
| 4 | FJ Capital Management LLC | $8.4M | 412K | ▼−0.2% Reduced · −672 sh | Q1 2026 | |
| 5 | TOTH FINANCIAL ADVISORY CORP | $7.3M | 336K | ▼−8.8% Reduced · −32K sh | Q2 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $6.0M | 295K | ▼~0% Reduced · −52 sh | Q1 2026 | |
| 7 | STATE STREET CORP | $4.4M | 217K | ▲+2.0% Added · +4K sh | Q1 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 | Cresset Asset Management, LLC | $2.1M | 104K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $2.0M | 100K | ▲+3.7% Added · +4K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $1.6M | 80K | ▲New +80K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 73K | ▲New +73K sh | Q1 2026 | |
| 17 | Wealthspire Advisors, LLC | $1.3M | 64K | ▲New +64K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $742K | 37K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $641K | 32K | ▲+22% Added · +6K sh | Q1 2026 | |
| 20 | MARSHALL WACE, LLP | $638K | 31K | ▲New +31K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $637K | 31K | ▲+38% Added · +9K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $633K | 31K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 23 | Nuveen, LLC | $578K | 28K | ▲+0.7% Added · +184 sh | Q1 2026 | |
| 24 | Quantinno Capital Management LP | $512K | 25K | ▲+56% Added · +9K sh | Q1 2026 | |
| 25 | Advisory Services Network, LLC | $501K | 25K | ▲+1.5% Added · +369 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | BERGSTROM CHRISTOPHER W | CHIEF EXECUTIVE OFFICER, Director | Gift (G) | 33K | $0 |
| Jun 17, 2026 | BERGSTROM CHRISTOPHER W | CHIEF EXECUTIVE OFFICER, Director | Gift (G) | 33K | $0 |
| 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 19, 2025 | Bell Kelly Jo | CHIEF OPERATING OFFICER | Tax withholding (F) | 37 | $790 |
| Dec 17, 2025 | Peden Andrew | CHIEF BANKING OFFICER | Tax withholding (F) | 194 | $4K |
| Dec 17, 2025 | Bell Kelly Jo | CHIEF OPERATING OFFICER | Tax withholding (F) | 28 | $598 |
| Dec 16, 2025 | GARCIA MICHAEL A | Director | Grant (A) | 2K | $0 |
| Dec 16, 2025 | BERGSTROM CHRISTOPHER W | CHIEF EXECUTIVE OFFICER, Director | Grant (A) | 10K | $0 |
| Dec 16, 2025 | Kinney Jonathan Craig | Director | Grant (A) | 2K | $0 |
| Dec 16, 2025 | Carstater Kent | CHIEF FINANCIAL OFFICER | Grant (A) | 3K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $8.5B |
| APPLE INCAAPL | 18 funds | $6.9B |
| MICROSOFT CORPMSFT | 18 funds | $5.6B |
| AMAZON.COM INCAMZN | 18 funds | $4.8B |
| ALPHABET INC-CL AGOOGL | 18 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $2.9B |
| BROADCOM INCAVGO | 18 funds | $2.9B |
| ALPHABET INC-CL CGOOG | 18 funds | $2.9B |
| ARISTA NETWORKS INCANET | 18 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 18 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $2.2B |
| TESLA INCTSLA | 18 funds | $2.1B |
Ranked by how many of JMSB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.