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/JPEM/capital-change-brief"
Use Arkolith's capital_change_brief for JPEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $22.9M | 369K | ▼−12% Reduced · −49K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $20.4M | 328K | ▲+0.1% Added · +479 sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $13.4M | 216K | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $13.1M | 210K | ▼−11% Reduced · −26K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $10.5M | 168K | ▲+47% Added · +54K sh | Q1 2026 | |
| 6 | Focus Partners Wealth | $9.8M | 158K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 7 | KWB Wealth | $9.8M | 156K | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | $8.6M | 139K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 9 | Avantax Planning Partners, Inc. | $7.7M | 124K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $7.4M | 120K | ▲+7.6% Added · +8K sh | Q1 2026 | |
| 11 | SEGALL BRYANT & HAMILL, LLC | $7.4M | 119K | ▼−5.5% Reduced · −7K sh | Q1 2026 | |
| 12 | Linscomb Wealth, Inc. | $7.2M | 116K | ▼−15% Reduced · −21K sh | Q1 2026 | |
| 13 | UBS Group AG | $6.5M | 105K | ▲10× Added · +94K sh | Q1 2026 | |
| 14 | MARSHALL WACE, LLP | $5.5M | 88K | —Held | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $5.1M | 84K | ▲+1.1% Added · +939 sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $4.9M | 80K | ▼−13% Reduced · −12K sh | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $4.5M | 73K | ▲New +73K sh | Q1 2026 | |
| 18 | Berger Financial Group, Inc | $4.3M | 70K | ▼−0.1% Reduced · −93 sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 67K | ▲+50% Added · +22K sh | Q1 2026 | |
| 20 | Summit Financial, LLC | $3.9M | 63K | ▲+78% Added · +28K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 63K | ▼−32% Reduced · −29K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $3.6M | 58K | ▲+2.5% Added · +1K sh | Q1 2026 | |
| 23 | Jacobi Capital Management LLC | $3.4M | 54K | ▲+13% Added · +6K sh | Q1 2026 | |
| 24 | CITIGROUP INC | $3.2M | 51K | ▼−1.2% Reduced · −609 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $3.1M | 50K | ▲New +50K 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 | 38 funds | $14.4B |
| APPLE INCAAPL | 38 funds | $14.1B |
| MICROSOFT CORPMSFT | 38 funds | $10.9B |
| AMAZON.COM INCAMZN | 38 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 38 funds | $5.6B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 38 funds | $4.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 38 funds | $3.4B |
| JOHNSON & JOHNSONJNJ | 38 funds | $3.0B |
| WALMART INCWMT | 38 funds | $3.0B |
| VANGUARD VALUE ETFVTV | 38 funds | $2.9B |
| VISA INC-CLASS A SHARESV | 38 funds | $2.7B |
Ranked by how many of JPEM'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 JPEM. 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.