| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | $34.3M | 481K | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $22.2M | 312K | ▲+3.6% Added · +11K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.6M | 281K | ▼−2.0% Reduced · −6K sh | Q2 2026 | |
| 4 | Cerity Partners LLC | $14.8M | 208K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $10.5M | 147K | ▼−30% Reduced · −64K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $9.8M | 137K | ▼−5.9% Reduced · −9K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.8M | 123K | ▲+87% Added · +58K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $8.7M | 122K | ▲+0.4% Added · +534 sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $8.7M | 122K | ▼−4.1% Reduced · −5K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $7.4M | 103K | ▼−42% Reduced · −75K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $6.1M | 89K | ▼−14% Reduced · −15K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $6.2M | 87K | ▼−5.3% Reduced · −5K sh | Q1 2026 | |
| 13 | KKM Financial LLC | $4.1M | 61K | —Held | Q1 2026 | |
| 14 | Allworth Financial LP | $3.5M | 50K | ▲+0.6% Added · +300 sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $3.5M | 48K | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 16 | JANE STREET GROUP, LLC | $2.4M | 34K | ▲+53% Added · +12K sh | Q1 2026 | |
| 17 | JONES FINANCIAL COMPANIES LLLP | $2.3M | 33K | ▲+27% Added · +7K sh | Q1 2026 | |
| 18 | Rockefeller Capital Management L.P. | $2.1M | 30K | ▼−0.1% Reduced · −21 sh | Q1 2026 | |
| 19 | Steward Partners Investment Advisory, LLC | $1.9M | 26K | ▲+1.1% Added · +285 sh | Q1 2026 | |
| 20 | AlphaCore Capital LLC | $1.5M | 21K | ▼−2.3% Reduced · −500 sh | Q1 2026 | |
| 21 | Sherman Wealth Management LLC | $1.4M | 19K | ▲+8.9% Added · +2K sh | Q2 2026 | |
| 22 | CreativeOne Wealth, LLC | $1.3M | 19K | ▲+9.2% Added · +2K sh | Q1 2026 | |
| 23 | Apella Capital, LLC | $1.3M | 18K | ▼−0.7% Reduced · −119 sh | Q2 2026 | |
| 24 | Quantinno Capital Management LP | $1.2M | 17K | ▲+46% Added · +5K sh | Q1 2026 | |
| 25 | LexAurum Advisors, LLC | $1.1M | 16K | ▼−7.0% Reduced · −1K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $12.4B |
| APPLE INCAAPL | 28 funds | $10.6B |
| NVIDIA CORPNVDA | 28 funds | $10.5B |
| MICROSOFT CORPMSFT | 28 funds | $8.2B |
| AMAZON.COM INCAMZN | 28 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $6.5B |
| JPMORGAN CHASE & COJPM | 28 funds | $4.2B |
| BROADCOM INCAVGO | 28 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $3.8B |
| INVESCO QQQ TRUST SERIES 1QQQ | 28 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 28 funds | $3.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 28 funds | $3.5B |
Ranked by how many of JPIN's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/JPIN/capital-change-brief"
Use Arkolith's capital_change_brief for JPIN. 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 JPIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.