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.
| # | 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 | $28.1M | 561K | ▲New +561K sh | Q1 2026 | |
| 3 | CMH Wealth Management LLC | $27.1M | 537K | ▲+6.2% Added · +31K sh | Q2 2026 | |
| 4 | ASSETMARK, INC | $14.5M | 290K | ▲~0% Added · +128 sh | Q1 2026 | |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $2.6M | 51K | ▲New +51K sh | Q2 2026 | |
| 6 | Farther Finance Advisors, LLC | $2.5M | 51K | ▼−81% Reduced · −215K sh | Q1 2026 | |
| 7 | MAGNOLIA CAPITAL ADVISORS LLC | $2.3M | 46K | ▲New +46K sh | Q1 2026 | |
| 8 | Concurrent Investment Advisors, LLC | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $909K | 18K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 10 | Cadent Capital Advisors, LLC | $412K | 8K | ▲+4.8% Added · +371 sh | Q2 2026 | |
| 11 | Advisory Services Network, LLC | $45K | 900 | ▲New +900 sh | Q1 2026 | |
| 12 | UBS Group AG | $5K | 107 | ▲+32% Added · +26 sh | Q1 2026 | |
| 13 | AE Wealth Management LLC | $5K | 100 | —Held | Q1 2026 | |
| 14 | CWM, LLC | $2K | 47 | ▲New +47 sh | Q1 2026 | |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1K | 21 | ▲New +21 sh | Q1 2026 | |
| 16 | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| VANGUARD MEGA CAP GROWTH ETFMGK | 4 funds | $3.1B |
| VANGUARD S&P 500 ETFVOO | 4 funds | $2.6B |
| VANGUARD MEGA CAP VALUE ETFMGV | 4 funds | $2.3B |
| NVIDIA CORPNVDA | 4 funds | $2.0B |
| APPLE INCAAPL | 4 funds | $2.0B |
| MICROSOFT CORPMSFT | 4 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 4 funds | $1.2B |
| STE STR SPDR PT S&P 500 ETFSPYM | 4 funds | $1.2B |
| PIMCO ENHANCED SHORT MATURITMINT | 4 funds | $1.1B |
| STE STR SPDR PT DW EU ETFSPDW | 4 funds | $1.1B |
| VANGUARD SMALL-CAP VALUE ETFVBR | 4 funds | $955.4M |
Ranked by how many of JPHY'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 JPHY. 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.