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/JMST/capital-change-brief"
Use Arkolith's capital_change_brief for JMST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $213.3M | 4.2M | ▲+5.8% Added · +228K sh | Q1 2026 | |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $197.6M | 3.9M | ▼−2.4% Reduced · −97K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $157.0M | 3.1M | ▲+1.8% Added · +55K sh | Q1 2026 | |
| 4 | HB Wealth Management, LLC | $130.1M | 2.6M | ▲+17% Added · +374K sh | Q1 2026 | |
| 5 | Resonant Capital Advisors, LLC | $87.6M | 1.7M | ▲+20% Added · +287K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $79.1M | 1.6M | ▲+4.7% Added · +70K sh | Q1 2026 | |
| 7 | NorthRock Partners, LLC | $76.0M | 1.5M | ▲+26% Added · +307K sh | Q1 2026 | |
| 8 | FMR LLC | $70.5M | 1.4M | ▲~0% Added · +618 sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $64.3M | 1.3M | ▲+15% Added · +162K sh | Q1 2026 | |
| 10 | UBS Group AG | $52.8M | 1.0M | ▼−1.2% Reduced · −12K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $50.2M | 985K | ▼−26% Reduced · −354K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $48.1M | 943K | ▲+5.4% Added · +49K sh | Q1 2026 | |
| 13 | Mariner, LLC | $45.3M | 888K | ▼−0.1% Reduced · −942 sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $45.1M | 884K | ▼−1.0% Reduced · −9K sh | Q1 2026 | |
| 15 | CWM, LLC | $39.9M | 782K | ▲+121% Added · +428K sh | Q1 2026 | |
| 16 | AlphaCore Capital LLC | $39.2M | 769K | ▲+32% Added · +187K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $36.7M | 721K | ▲+9.6% Added · +63K sh | Q1 2026 | |
| 18 | FLPUTNAM INVESTMENT MANAGEMENT CO | $33.1M | 649K | ▲+5.0% Added · +31K sh | Q1 2026 | |
| 19 | ROYAL BANK OF CANADA | $32.8M | 644K | ▲+8.9% Added · +53K sh | Q1 2026 | |
| 20 | Cerity Partners LLC | $32.8M | 643K | ▲+22% Added · +117K sh | Q1 2026 | |
| 21 | Bridgewater Advisors Inc. | $31.9M | 627K | ▼−9.0% Reduced · −62K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | $31.3M | 613K | ▲+49% Added · +200K sh | Q1 2026 | |
| 23 | CWA Asset Management Group, LLC | $30.7M | 601K | ▲+11% Added · +59K sh | Q2 2026 | |
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | $27.3M | 536K | ▲+0.4% Added · +2K sh | Q1 2026 | |
| 25 | HighTower Advisors, LLC | $27.1M | 532K | ▲+14% Added · +66K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 152 funds | $31.4B |
| MICROSOFT CORPMSFT | 152 funds | $26.8B |
| BROADCOM INCAVGO | 152 funds | $13.0B |
| JPMORGAN CHASE & COJPM | 152 funds | $11.9B |
| EXXON MOBIL CORPXOM | 152 funds | $7.5B |
| JOHNSON & JOHNSONJNJ | 152 funds | $7.0B |
| WALMART INCWMT | 152 funds | $6.7B |
| CHEVRON CORPCVX | 152 funds | $4.9B |
| ABBVIE INCABBV | 152 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 151 funds | $20.2B |
| ALPHABET INC-CL AGOOGL | 151 funds | $17.1B |
| ALPHABET INC-CL CGOOG | 151 funds | $11.9B |
Ranked by how many of JMST'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 JMST. 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.