155 tracked 13F filers disclose a position in JMTG as of the latest SEC 13F filings, a combined $6.1B 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 | $2.5B | 48.8M | ▲+20% Added · +8.3M sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $730.4M | 14.3M | ▼−1.9% Reduced · −275K sh | Q1 2026 | |
| 3 | NorthRock Partners, LLC | $409.6M | 8.1M | ▼−17% Reduced · −1.7M sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $283.8M | 5.6M | ▼−15% Reduced · −957K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $243.6M | 4.8M | ▼−4.7% Reduced · −238K sh | Q1 2026 | |
| 6 | Hamilton Capital, LLC | $194.9M | 3.8M | ▲+1.2% Added · +47K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $182.3M | 3.6M | ▼−30% Reduced · −1.5M sh | Q1 2026 | |
| 8 | M&T BANK CORP | $170.6M | 3.3M | ▼−21% Reduced · −890K sh | Q1 2026 | |
| 9 | Acropolis Investment Management, LLC | $105.5M | 2.1M | ▲+21% Added · +356K sh | Q2 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.7M | 2.0M | ▲+5.4% Added · +100K sh | Q2 2026 | |
| 11 | JOHNSON INVESTMENT COUNSEL INC | $79.8M | 1.6M | ▲+0.1% Added · +2K sh | Q2 2026 | |
| 12 | BAILARD, INC. | $76.6M | 1.5M | ▲+3.8% Added · +56K sh | Q2 2026 | |
| 13 | Avalon Trust Co | $68.1M | 1.3M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 14 | HSBC HOLDINGS PLC | $49.9M | 978K | ▲+21% Added · +168K sh | Q1 2026 | |
| 15 | BlueStem Wealth Partners, LLC | $48.5M | 958K | ▲+31% Added · +227K sh | Q2 2026 | |
| 16 | Ocean Park Asset Management, LLC | $45.9M | 901K | —Held | Q1 2026 | |
| 17 | OneDigital Investment Advisors LLC | $45.4M | 889K | ▲+1.4% Added · +12K sh | Q1 2026 | |
| 18 | Bill Few Associates, Inc. | $43.4M | 856K | ▲+10% Added · +79K sh | Q2 2026 | |
| 19 | FIRST NATIONAL TRUST CO | $42.9M | 842K | ▲+14% Added · +104K sh | Q1 2026 | |
| 20 | Kestra Advisory Services, LLC | $41.8M | 825K | ▼−17% Reduced · −173K sh | Q2 2026 | |
| 21 | Goelzer Investment Management, Inc. | $40.9M | 808K | ▼−1.4% Reduced · −12K sh | Q2 2026 | |
| 22 | Tortoise Investment Management, LLC | $35.7M | 705K | ▲+15% Added · +90K sh | Q2 2026 | |
| 23 | Curi Capital, LLC | $34.5M | 680K | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 24 | RAYMOND JAMES FINANCIAL INC | $33.9M | 665K | ▼−3.6% Reduced · −25K sh | Q1 2026 | |
| 25 | FIRST NATIONAL BANK SIOUX FALLS | $31.2M | 612K | —Held | 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, 4 funds opened a new position in JMTG and 20 added to an existing one, while 12 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 |
|---|---|---|
| APPLE INCAAPL | 64 funds | $19.2B |
| MICROSOFT CORPMSFT | 64 funds | $18.2B |
| AMAZON.COM INCAMZN | 64 funds | $14.1B |
| ALPHABET INC-CL AGOOGL | 64 funds | $13.3B |
| JPMORGAN CHASE & COJPM | 63 funds | $6.3B |
| ABBVIE INCABBV | 63 funds | $4.1B |
| JOHNSON & JOHNSONJNJ | 63 funds | $3.8B |
| NVIDIA CORPNVDA | 62 funds | $21.7B |
| BROADCOM INCAVGO | 62 funds | $11.2B |
| ALPHABET INC-CL CGOOG | 62 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $6.8B |
| ELI LILLY & COLLY | 61 funds | $5.9B |
Ranked by how many of JMTG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPQmc | 925 funds | $10.6B |
| HELOmc | 357 funds | $3.0B |
| JGROmc | 347 funds | $6.0B |
| JBNDmc | 295 funds | $5.7B |
| JIVEmc | 195 funds | $1.8B |
| JTEKmc | 161 funds | $1.0B |
| JMTGthis pageMORTGAGE BACKED | 155 funds | $6.1B |
| JPLDUIT EXCHANGE TRADED | 154 funds | $3.1B |
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 JMTG
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/JMTG/capital-change-brief"
Use Arkolith's capital_change_brief for JMTG. 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 JMTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.