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.
| # | 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 | $497.0M | 9.7M | ▲+7.4% Added · +673K sh | Q1 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 | $193.7M | 3.8M | ▲+4.1% Added · +148K sh | Q1 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 | $80.2M | 1.6M | ▲New +1.6M sh | Q1 2026 | |
| 12 | BAILARD, INC. | $74.3M | 1.5M | ▲+0.4% Added · +6K sh | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | $50.9M | 998K | ▲+9.8% Added · +89K sh | Q1 2026 | |
| 14 | HSBC HOLDINGS PLC | $49.9M | 978K | ▲+21% Added · +168K sh | Q1 2026 | |
| 15 | Ocean Park Asset Management, LLC | $45.9M | 901K | —Held | Q1 2026 | |
| 16 | OneDigital Investment Advisors LLC | $45.4M | 889K | ▲+1.4% Added · +12K sh | Q1 2026 | |
| 17 | Bill Few Associates, Inc. | $43.4M | 856K | ▲+10% Added · +79K sh | Q2 2026 | |
| 18 | FIRST NATIONAL TRUST CO | $42.9M | 842K | ▲+14% Added · +104K sh | Q1 2026 | |
| 19 | Goelzer Investment Management, Inc. | $40.9M | 808K | ▼−1.4% Reduced · −12K sh | Q2 2026 | |
| 20 | Curi Capital, LLC | $34.4M | 675K | ▲+34% Added · +170K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $33.9M | 665K | ▼−3.6% Reduced · −25K sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $28.5M | 558K | ▲+13% Added · +64K sh | Q1 2026 | |
| 23 | Focus Partners Wealth | $27.8M | 545K | ▲+8.1% Added · +41K sh | Q1 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $26.9M | 528K | ▲+9.3% Added · +45K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $25.5M | 500K | ▲+60% Added · +187K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $18.0B |
| NVIDIA CORPNVDA | 59 funds | $15.1B |
| MICROSOFT CORPMSFT | 59 funds | $13.8B |
| VANGUARD S&P 500 ETFVOO | 59 funds | $11.6B |
| ALPHABET INC-CL AGOOGL | 59 funds | $9.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 59 funds | $8.7B |
| BROADCOM INCAVGO | 59 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 59 funds | $6.6B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 59 funds | $5.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 59 funds | $4.9B |
| ISHARES CORE MSCI EMERGINGIEMG | 59 funds | $4.1B |
Ranked by how many of JMTG'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 JMTG. 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.