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/JPLD/capital-change-brief"
Use Arkolith's capital_change_brief for JPLD. 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 | $2.4B | 45.3M | ▲+21% Added · +7.8M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $75.4M | 1.4M | ▲+6.6% Added · +89K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $60.3M | 1.2M | ▲+41% Added · +334K sh | Q1 2026 | |
| 4 | Composition Wealth, LLC | $47.9M | 918K | ▲+3.0% Added · +27K sh | Q1 2026 | |
| 5 | Allspring Global Investments Holdings, LLC | $45.6M | 876K | ▲2k× Added · +875K sh | Q1 2026 | |
| 6 | UBS Group AG | $43.6M | 835K | ▼−20% Reduced · −212K sh | Q1 2026 | |
| 7 | M&T BANK CORP | $34.5M | 661K | ▼−37% Reduced · −386K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $21.0M | 403K | ▲+3.5% Added · +14K sh | Q1 2026 | |
| 9 | Scott Capital Advisors, LLC | $16.8M | 322K | ▲+721% Added · +283K sh | Q2 2026 | |
| 10 | Spinnaker Investment Group, LLC | $14.0M | 269K | ▲New +269K sh | Q2 2026 | |
| 11 | JONES FINANCIAL COMPANIES LLLP | $13.4M | 257K | ▲+90% Added · +122K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $12.4M | 238K | ▲+6.3% Added · +14K sh | Q1 2026 | |
| 13 | FMA Wealth Management, LLC | $12.2M | 234K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 14 | JANE STREET GROUP, LLC | $12.2M | 234K | ▲+103% Added · +118K sh | Q1 2026 | |
| 15 | Stonebridge Financial Group, LLC | $12.1M | 232K | ▼−7.8% Reduced · −20K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $10.9M | 210K | ▼−27% Reduced · −78K sh | Q1 2026 | |
| 17 | Bulwark Capital Corp | $10.3M | 197K | ▼−17% Reduced · −39K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | $9.3M | 178K | ▲+67% Added · +72K sh | Q1 2026 | |
| 19 | Kraft, Davis & Associates, LLC | $9.1M | 176K | ▲+297% Added · +132K sh | Q2 2026 | |
| 20 | ANCHOR CAPITAL ADVISORS LLC | $7.2M | 137K | ▲New +137K sh | Q1 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 124K | ▲+83% Added · +56K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $6.3M | 121K | ▼−14% Reduced · −20K sh | Q1 2026 | |
| 23 | Apella Capital, LLC | $5.2M | 99K | ▼−0.3% Reduced · −283 sh | Q2 2026 | |
| 24 | Bleakley Financial Group, LLC | $5.0M | 96K | ▲+6.6% Added · +6K sh | Q1 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $4.5M | 86K | ▲+12% Added · +10K 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 |
|---|---|---|
| APPLE INCAAPL | 40 funds | $11.8B |
| MICROSOFT CORPMSFT | 40 funds | $8.4B |
| AMAZON.COM INCAMZN | 40 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 40 funds | $5.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 40 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 40 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 40 funds | $3.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $3.2B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $2.3B |
| JOHNSON & JOHNSONJNJ | 40 funds | $2.3B |
| WALMART INCWMT | 40 funds | $2.1B |
Ranked by how many of JPLD'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 JPLD. 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.