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/JPIE/capital-change-brief"
Use Arkolith's capital_change_brief for JPIE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $399.9M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $328.7M | 7.1M | ▲+5.1% Added · +344K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $307.7M | 6.7M | ▼−13% Reduced · −1.0M sh | Q1 2026 | |
| 4 | Savant Capital, LLC | $296.3M | 6.4M | ▲+82% Added · +2.9M sh | Q1 2026 | |
| 5 | Sequoia Financial Advisors, LLC | $294.1M | 6.4M | ▲+14% Added · +791K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $266.4M | 5.8M | ▲+54% Added · +2.0M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $166.6M | 3.6M | ▲+17% Added · +513K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $119.9M | 2.6M | ▲+2.4% Added · +61K sh | Q1 2026 | |
| 9 | Waverly Advisors, LLC | $114.8M | 2.5M | ▲+9.5% Added · +215K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $105.4M | 2.3M | ▲+5.7% Added · +123K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $80.0M | 1.7M | ▲+18% Added · +267K sh | Q1 2026 | |
| 12 | Syntegra Private Wealth Group, LLC | $76.5M | 1.7M | ▲+51% Added · +558K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $75.7M | 1.6M | ▲+11% Added · +163K sh | Q1 2026 | |
| 14 | Southern Financial Group, LLC | $62.2M | 1.3M | ▲+3.2% Added · +42K sh | Q1 2026 | |
| 15 | Arkadios Wealth Advisors | $55.4M | 1.2M | ▲+301% Added · +903K sh | Q1 2026 | |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $52.0M | 1.1M | ▲+6.0% Added · +64K sh | Q1 2026 | |
| 17 | Hilton Capital Management, LLC | $44.7M | 969K | ▲+4.5% Added · +42K sh | Q1 2026 | |
| 18 | Enclave Advisors LLC | $44.2M | 961K | ▲+9.4% Added · +82K sh | Q2 2026 | |
| 19 | Rockefeller Capital Management L.P. | $40.8M | 885K | ▼−22% Reduced · −247K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $37.3M | 810K | ▼−3.1% Reduced · −26K sh | Q1 2026 | |
| 21 | Diversified Enterprises, LLC | $36.5M | 793K | ▲+4.4% Added · +33K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $33.8M | 734K | ▲+33% Added · +182K sh | Q1 2026 | |
| 23 | LPL Financial LLC | $33.2M | 721K | ▲+11% Added · +69K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $29.4M | 637K | ▲+10% Added · +60K sh | Q1 2026 | |
| 25 | Wealthcare Advisory Partners LLC | $29.0M | 631K | ▲+6.0% Added · +35K sh | Q2 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 | 105 funds | $23.0B |
| MICROSOFT CORPMSFT | 105 funds | $18.6B |
| BROADCOM INCAVGO | 105 funds | $9.2B |
| JPMORGAN CHASE & COJPM | 105 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 105 funds | $8.0B |
| JOHNSON & JOHNSONJNJ | 105 funds | $6.5B |
| EXXON MOBIL CORPXOM | 105 funds | $5.5B |
| WALMART INCWMT | 105 funds | $5.1B |
| VISA INC-CLASS A SHARESV | 105 funds | $4.7B |
| ELI LILLY & COLLY | 105 funds | $4.7B |
| COSTCO WHOLESALE CORPCOST | 105 funds | $4.6B |
| CHEVRON CORPCVX | 105 funds | $3.7B |
Ranked by how many of JPIE'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 JPIE. 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.