52 tracked 13F filers disclose a position in JMSI as of the latest SEC 13F filings, a combined $144.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $46.3M | 932K | ▲+3.9% Added · +35K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | $20.1M | 404K | ▲+6.5% Added · +25K sh | Q1 2026 | |
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | $11.4M | 229K | ▲+8.6% Added · +18K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 197K | ▲+4.8% Added · +9K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.7M | 155K | ▲+8.7% Added · +12K sh | Q1 2026 | |
| 6 | MISSION WEALTH MANAGEMENT, LP | $5.5M | 109K | ▲+1.6% Added · +2K sh | Q2 2026 | |
| 7 | Integrated Wealth Concepts LLC | $4.4M | 88K | ▲+2.8% Added · +2K sh | Q1 2026 | |
| 8 | FMR LLC | $4.3M | 86K | ▲+166% Added · +54K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 85K | ▲+23% Added · +16K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 75K | ▲+97% Added · +37K sh | Q2 2026 | |
| 11 | Modera Wealth Management, LLC | $3.0M | 61K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 12 | GeoWealth Management, LLC | $2.4M | 48K | ▼−8.4% Reduced · −4K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $2.4M | 48K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 14 | FIDUCIARY TRUST CO | $2.2M | 45K | ▲+19% Added · +7K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 44K | ▲+8.2% Added · +3K sh | Q1 2026 | |
| 16 | Focus Partners Wealth | $2.0M | 40K | ▲+0.2% Added · +66 sh | Q1 2026 | |
| 17 | LPL Financial LLC | $1.7M | 34K | ▲+4.6% Added · +1K sh | Q1 2026 | |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 31K | ▼−78% Reduced · −106K sh | Q1 2026 | |
| 19 | Wealth Architects, LLC | $1.1M | 22K | ▲+5.8% Added · +1K sh | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $965K | 19K | ▲+0.1% Added · +24 sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $960K | 19K | ▲+12% Added · +2K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $740K | 15K | ▲+0.3% Added · +41 sh | Q1 2026 | |
| 23 | AMARILLO NATIONAL BANK | $717K | 14K | —Held | Q2 2026 | |
| 24 | Perigon Wealth Management, LLC | $687K | 14K | ▲New +14K sh | Q1 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $548K | 11K | ▲+48% Added · +4K 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, 5 funds opened a new position in JMSI and 6 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $8.8B |
| APPLE INCAAPL | 21 funds | $6.7B |
| NVIDIA CORPNVDA | 21 funds | $5.8B |
| MICROSOFT CORPMSFT | 21 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 21 funds | $5.0B |
| VANGUARD GROWTH ETFVUG | 21 funds | $4.5B |
| VANGUARD VALUE ETFVTV | 21 funds | $4.1B |
| AMAZON.COM INCAMZN | 21 funds | $3.8B |
| ALPHABET INC-CL AGOOGL | 21 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $2.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 21 funds | $2.8B |
| ISHARES CORE MSCI EAFE ETFIEFA | 21 funds | $2.7B |
Ranked by how many of JMSI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.