Among active 13F managers last quarter, 6 opened and 12 added, while 4 reduced; the largest holder to move was Seeds Investor LLC (+4.9%).
65 tracked 13F filers disclose a position in JMSI as of the latest SEC 13F filings, a combined $176.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 932K | $46.3M | ▲+3.9% Added · +35K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | 449K | $22.6M | ▲+11% Added · +45K sh | Q2 2026 | |
| 3 | PNC Financial Services Group, Inc. | 229K | $11.4M | ▲+8.6% Added · +18K sh | Q1 2026 | |
| 4 | Envestnet Asset Management Inc | 197K | $9.8M | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 5 | Seeds Investor LLC | 177K | $8.9M | ▲+4.9% Added · +8K sh | Q2 2026 | |
| 6 | Ellevest, Inc. | 169K | $8.5M | ▲+14% Added · +21K sh | Q2 2026 | |
| 7 | FMR LLC | 156K | $7.9M | ▲+81% Added · +70K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 155K | $7.7M | ▲+8.7% Added · +12K sh | Q1 2026 | |
| 9 | Mission Wealth Management, LP | 109K | $5.5M | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 10 | Integrated Wealth Concepts LLC | 105K | $5.3M | ▲+20% Added · +18K sh | Q2 2026 | |
| 11 | Northwestern Mutual Wealth Management Co | 85K | $4.2M | ▲+23% Added · +16K sh | Q1 2026 | |
| 12 | Wealth Enhancement Advisory Services, LLC | 75K | $3.8M | ▲+97% Added · +37K sh | Q2 2026 | |
| 13 | Modera Wealth Management, LLC | 62K | $3.1M | ▲+1.4% Added · +887 sh | Q2 2026 | |
| 14 | Jane Street Group, LLC | 48K | $2.4M | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 15 | Fiduciary Trust Co | 45K | $2.2M | ▲+19% Added · +7K sh | Q1 2026 | |
| 16 | Jones Financial Companies LLLP | 44K | $2.2M | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 17 | 5T Wealth, LLC | 41K | $2.1M | ▲+513% Added · +35K sh | Q2 2026 | |
| 18 | Focus Partners Wealth | 40K | $2.0M | ▲+0.2% Added · +66 sh | Q1 2026 | |
| 19 | GeoWealth Management, LLC | 40K | $2.0M | ▼−16% Reduced · −8K sh | Q2 2026 | |
| 20 | LPL Financial LLC | 34K | $1.7M | ▲+4.6% Added · +1K sh | Q1 2026 | |
| 21 | Susquehanna International Group, LLP | 31K | $1.5M | ▼−78% Reduced · −106K sh | Q1 2026 | |
| 22 | CPC Advisors, LLC | 30K | $1.5M | ▼−7.5% Reduced · −2K sh | Q2 2026 | |
| 23 | Fairway Wealth LLC | 28K | $1.4M | ▲+15% Added · +4K sh | Q2 2026 | |
| 24 | Perigon Wealth Management, LLC | 25K | $1.3M | ▲+83% Added · +12K sh | Q2 2026 | |
| 25 | Wealth Architects, LLC | 22K | $1.1M | ▲+2.2% Added · +478 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.
Last quarter, 6 funds opened a new position in JMSI and 12 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 26 funds | $9.3B |
| Apple IncAAPL | 26 funds | $8.3B |
| Microsoft CorpMSFT | 26 funds | $5.9B |
| Bank Of America CorpBAC | 26 funds | $708.9M |
| Vanguard Ftse Developed ETFVEA | 26 funds | $676.6M |
| Ge Vernova IncGEV | 26 funds | $550.7M |
| Ishares Core S&P 500 ETFIVV | 25 funds | $15.6B |
| Amazon.com IncAMZN | 25 funds | $5.8B |
| Broadcom IncAVGO | 25 funds | $3.2B |
| Meta Platforms Inc-Class AMETA | 25 funds | $2.6B |
| JPMorgan Chase & CoJPM | 25 funds | $1.9B |
| Walmart IncWMT | 25 funds | $1.4B |
Ranked by how many of JMSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JMSI.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 929 funds | $10.6B |
| HELOmc | 358 funds | $3.0B |
| JGROmc | 344 funds | $6.0B |
| JBNDmc | 297 funds | $5.7B |
| JIVEmc | 196 funds | $1.8B |
| JTEKmc | 162 funds | $1.1B |
| JMTGMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 153 funds | $3.3B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JMSI
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/JMSI/capital-change-brief"
Use Arkolith's capital_change_brief for JMSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JMSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.