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/JPIB/capital-change-brief"
Use Arkolith's capital_change_brief for JPIB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Avantax Planning Partners, Inc. | $116.4M | 2.4M | ▲+4.5% Added · +104K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $74.5M | 1.6M | ▲+9.2% Added · +132K sh | Q1 2026 | |
| 3 | FSM Wealth Advisors, LLC | $66.7M | 1.4M | ▲+18% Added · +214K sh | Q2 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $51.6M | 1.1M | ▲+247% Added · +768K sh | Q1 2026 | |
| 5 | HighTower Advisors, LLC | $47.0M | 983K | ▲+13% Added · +116K sh | Q1 2026 | |
| 6 | Prime Capital Investment Advisors, LLC | $44.3M | 927K | ▲+763% Added · +820K sh | Q1 2026 | |
| 7 | Parallel Advisors, LLC | $42.2M | 883K | ▲New +883K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $36.2M | 757K | ▲+29% Added · +170K sh | Q1 2026 | |
| 9 | Kestra Investment Management, LLC | $31.7M | 664K | ▲New +664K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $29.3M | 613K | ▲+15% Added · +78K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $23.4M | 490K | ▼−34% Reduced · −255K sh | Q1 2026 | |
| 12 | Midwest Financial Partners Investments, Inc. | $23.3M | 483K | ▲+5.8% Added · +27K sh | Q2 2026 | |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.3M | 445K | ▲+48% Added · +145K sh | Q1 2026 | |
| 14 | Apella Capital, LLC | $21.3M | 441K | ▲+7.2% Added · +30K sh | Q2 2026 | |
| 15 | Hills Bank & Trust Co | $20.0M | 418K | ▲+7.7% Added · +30K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $17.6M | 368K | ▲+267% Added · +268K sh | Q1 2026 | |
| 17 | KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366K | ▲+2.8% Added · +10K sh | Q2 2026 | |
| 18 | Certified Advisory Corp | $17.6M | 365K | ▲+3.8% Added · +13K sh | Q2 2026 | |
| 19 | KINTRA WEALTH, LLC | $17.3M | 363K | ▲+2.0% Added · +7K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $17.1M | 358K | ▲+164% Added · +222K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $14.9M | 311K | ▲+8.1% Added · +23K sh | Q1 2026 | |
| 22 | JANE STREET GROUP, LLC | $11.2M | 233K | ▲+30% Added · +53K sh | Q1 2026 | |
| 23 | CGN Advisors LLC | $11.2M | 232K | ▲+5.6% Added · +12K sh | Q2 2026 | |
| 24 | ACIMA PRIVATE WEALTH, LLC | $10.4M | 215K | ▲+2.1% Added · +4K sh | Q2 2026 | |
| 25 | MAI Capital Management | $10.0M | 209K | ▲+3.2% Added · +6K 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 | 65 funds | $17.3B |
| MICROSOFT CORPMSFT | 65 funds | $13.4B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 65 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 65 funds | $5.7B |
| EXXON MOBIL CORPXOM | 65 funds | $3.7B |
| ELI LILLY & COLLY | 65 funds | $3.5B |
| TESLA INCTSLA | 65 funds | $3.5B |
| WALMART INCWMT | 65 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 65 funds | $3.5B |
| COSTCO WHOLESALE CORPCOST | 65 funds | $3.4B |
| VISA INC-CLASS A SHARESV | 65 funds | $3.2B |
Ranked by how many of JPIB'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 JPIB. 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.