23 tracked 13F filers disclose a position in JPHY as of the latest SEC 13F filings, a combined $157.2M 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 | $42.4M | 852K | ▲+6.1% Added · +49K sh | Q1 2026 | |
| 2 | BENJAMIN EDWARDS INC | $28.7M | 569K | ▲+1.5% Added · +8K sh | Q2 2026 | |
| 3 | CMH Wealth Management LLC | $27.1M | 537K | ▲+6.2% Added · +31K sh | Q2 2026 | |
| 4 | State of New Jersey Common Pension Fund D | $25.2M | 500K | ▲New +500K sh | Q2 2026 | |
| 5 | ASSETMARK, INC | $14.9M | 295K | ▲+2.0% Added · +6K sh | Q2 2026 | |
| 6 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6.9M | 137K | ▼−0.9% Reduced · −1K sh | Q2 2026 | |
| 7 | INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 51K | ▲New +51K sh | Q2 2026 | |
| 8 | Farther Finance Advisors, LLC | $2.5M | 51K | ▼−81% Reduced · −215K sh | Q1 2026 | |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | $2.3M | 46K | ▲New +46K sh | Q1 2026 | |
| 10 | PRINCIPAL SECURITIES, INC. | $1.9M | 37K | ▲New +37K sh | Q2 2026 | |
| 11 | Concurrent Investment Advisors, LLC | $1.3M | 25K | ▲+11% Added · +2K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $909K | 18K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 13 | Cadent Capital Advisors, LLC | $412K | 8K | ▲+4.8% Added · +371 sh | Q2 2026 | |
| 14 | Advisory Services Network, LLC | $45K | 900 | ▲New +900 sh | Q1 2026 | |
| 15 | Continuum Advisory, LLC | $16K | 315 | ▲New +315 sh | Q2 2026 | |
| 16 | Rossby Financial, LCC | $8K | 150 | ▲+67% Added · +60 sh | Q2 2026 | |
| 17 | DHJJ Financial Advisors, Ltd. | $6K | 115 | ▲+1.8% Added · +2 sh | Q2 2026 | |
| 18 | UBS Group AG | $5K | 107 | ▲+32% Added · +26 sh | Q1 2026 | |
| 19 | AE Wealth Management LLC | $5K | 100 | —Held | Q1 2026 | |
| 20 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3K | 64 | ▲New +64 sh | Q2 2026 | |
| 21 | CWM, LLC | $2K | 47 | ▲New +47 sh | Q1 2026 | |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1K | 21 | ▲New +21 sh | Q1 2026 | |
| 23 | Parallel Advisors, LLC | $853 | 17 | ▲New +17 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.
Last quarter, 7 funds opened a new position in JPHY and 4 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 12 funds | $2.0B |
| APPLE INCAAPL | 12 funds | $1.7B |
| NVIDIA CORPNVDA | 12 funds | $1.6B |
| MICROSOFT CORPMSFT | 12 funds | $964.2M |
| VANGUARD S&P 500 ETFVOO | 12 funds | $823.3M |
| AMAZON.COM INCAMZN | 12 funds | $788.3M |
| ALPHABET INC-CL AGOOGL | 12 funds | $642.7M |
| INVESCO QQQ TRUST SERIES 1QQQ | 12 funds | $633.6M |
| BROADCOM INCAVGO | 12 funds | $585.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $585.3M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 12 funds | $496.2M |
| ALPHABET INC-CL CGOOG | 12 funds | $484.6M |
Ranked by how many of JPHY's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JPHY
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/JPHY/capital-change-brief"
Use Arkolith's capital_change_brief for JPHY. 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 JPHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.