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/JPEF/capital-change-brief"
Use Arkolith's capital_change_brief for JPEF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $138.3M | 1.9M | ▼−13% Reduced · −294K sh | Q1 2026 | |
| 2 | Avantax Planning Partners, Inc. | $128.4M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $94.5M | 1.3M | ▲+9.3% Added · +112K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $77.2M | 1.1M | ▲+95% Added · +524K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $48.3M | 673K | ▼−23% Reduced · −200K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $43.1M | 600K | ▲130× Added · +596K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $39.9M | 556K | ▲+5.0% Added · +26K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $36.2M | 517K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $32.4M | 451K | ▼−13% Reduced · −68K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $25.1M | 350K | ▲+9.6% Added · +31K sh | Q1 2026 | |
| 11 | Leverty Financial Group, LLC | $27.8M | 346K | ▲+1.9% Added · +6K sh | Q2 2026 | |
| 12 | ROYAL BANK OF CANADA | $18.6M | 260K | ▲+12% Added · +27K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $17.9M | 249K | ▲+685% Added · +217K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $15.0M | 214K | ▲+170% Added · +135K sh | Q1 2026 | |
| 15 | COZAD ASSET MANAGEMENT INC | $10.0M | 139K | ▼−1.1% Reduced · −2K sh | Q1 2026 | |
| 16 | AlphaCore Capital LLC | $9.4M | 131K | ▼−9.2% Reduced · −13K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $8.8M | 123K | ▲+8.0% Added · +9K sh | Q1 2026 | |
| 18 | Kestra Advisory Services, LLC | $7.9M | 110K | ▲+10.0% Added · +10K sh | Q1 2026 | |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.2M | 100K | ▼−16% Reduced · −20K sh | Q1 2026 | |
| 20 | Crestwood Advisors Group, LLC | $7.1M | 99K | ▲+18% Added · +15K sh | Q1 2026 | |
| 21 | DAVENPORT & Co LLC | $7.9M | 99K | ▲+10% Added · +9K sh | Q2 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.8M | 80K | ▼−14% Reduced · −13K sh | Q1 2026 | |
| 23 | Kingsview Wealth Management, LLC | $5.5M | 77K | ▲+125% Added · +43K sh | Q1 2026 | |
| 24 | MBL Wealth, LLC | $6.0M | 75K | ▲+0.6% Added · +435 sh | Q2 2026 | |
| 25 | Mariner, LLC | $4.9M | 68K | ▲16× Added · +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 |
|---|---|---|
| APPLE INCAAPL | 41 funds | $9.0B |
| NVIDIA CORPNVDA | 41 funds | $7.6B |
| MICROSOFT CORPMSFT | 41 funds | $6.4B |
| AMAZON.COM INCAMZN | 41 funds | $5.2B |
| VANGUARD S&P 500 ETFVOO | 41 funds | $4.8B |
| ALPHABET INC-CL CGOOG | 41 funds | $2.7B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $2.6B |
| ISHARES CORE MSCI EAFE ETFIEFA | 41 funds | $2.5B |
| JOHNSON & JOHNSONJNJ | 41 funds | $2.0B |
| EXXON MOBIL CORPXOM | 41 funds | $1.9B |
| VISA INC-CLASS A SHARESV | 41 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 41 funds | $1.7B |
Ranked by how many of JPEF'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 JPEF. 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.