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/JMUB/capital-change-brief"
Use Arkolith's capital_change_brief for JMUB. 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 | $641.8M | 12.8M | ▼−5.5% Reduced · −744K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $310.2M | 6.2M | ▲+12% Added · +673K sh | Q1 2026 | |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $238.4M | 4.8M | ▲+15% Added · +610K sh | Q1 2026 | |
| 4 | Meeder Advisory Services, Inc. | $213.1M | 4.3M | ▲+32% Added · +1.0M sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $181.7M | 3.6M | ▲+27% Added · +762K sh | Q1 2026 | |
| 6 | AMERIPRISE FINANCIAL INC | $143.7M | 2.9M | ▲+4.3% Added · +119K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $136.8M | 2.7M | ▲+24% Added · +530K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $132.5M | 2.6M | ▲+16% Added · +361K sh | Q2 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $95.6M | 1.9M | ▲+20% Added · +313K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $86.9M | 1.7M | ▼−10% Reduced · −203K sh | Q1 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $70.8M | 1.4M | ▲+88% Added · +664K sh | Q1 2026 | |
| 12 | Forvis Mazars Wealth Advisors, LLC | $63.4M | 1.3M | ▲+3.1% Added · +38K sh | Q1 2026 | |
| 13 | Avantax Planning Partners, Inc. | $62.0M | 1.2M | ▼−0.8% Reduced · −10K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $58.3M | 1.2M | ▲+55% Added · +414K sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $50.2M | 1.0M | ▲+63% Added · +386K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $48.8M | 977K | ▲+8.9% Added · +80K sh | Q1 2026 | |
| 17 | Rockefeller Capital Management L.P. | $43.9M | 878K | ▲+10% Added · +82K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $43.8M | 877K | ▲+18% Added · +131K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $41.2M | 825K | ▲+1.8% Added · +15K sh | Q1 2026 | |
| 20 | Dynasty Wealth Management, LLC | $39.9M | 797K | ▲+97% Added · +392K sh | Q1 2026 | |
| 21 | CENTRAL TRUST Co | $38.8M | 775K | ▲+8.2% Added · +59K sh | Q1 2026 | |
| 22 | Equitable Holdings, Inc. | $37.1M | 735K | ▲+5.9% Added · +41K sh | Q1 2026 | |
| 23 | COLLECTIVE FAMILY OFFICE LLC | $36.9M | 728K | ▲+0.8% Added · +6K sh | Q2 2026 | |
| 24 | BAILARD, INC. | $34.0M | 680K | ▼−14% Reduced · −114K sh | Q1 2026 | |
| 25 | Corient Private Wealth LLC | $33.8M | 676K | ▼−8.6% Reduced · −64K 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 | 138 funds | $28.8B |
| MICROSOFT CORPMSFT | 138 funds | $23.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 138 funds | $18.0B |
| JPMORGAN CHASE & COJPM | 138 funds | $11.1B |
| BROADCOM INCAVGO | 138 funds | $11.0B |
| EXXON MOBIL CORPXOM | 138 funds | $6.7B |
| WALMART INCWMT | 138 funds | $6.3B |
| JOHNSON & JOHNSONJNJ | 138 funds | $6.2B |
| CHEVRON CORPCVX | 138 funds | $4.5B |
| ABBVIE INCABBV | 138 funds | $4.1B |
| COCA-COLA CO/THEKO | 138 funds | $3.4B |
| MERCK & CO. INC.MRK | 138 funds | $3.0B |
Ranked by how many of JMUB'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 JMUB. 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.