154 tracked 13F filers disclose a position in JPLD as of the latest SEC 13F filings, a combined $3.1B in reported value. 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.
| # | 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 | Schiavi & Co LLC | $50.8M | 973K | ▲+8.6% Added · +77K sh | Q2 2026 | |
| 5 | Composition Wealth, LLC | $50.7M | 971K | ▲+5.7% Added · +52K sh | Q2 2026 | |
| 6 | UBS Group AG | $43.6M | 835K | ▼−20% Reduced · −212K sh | Q1 2026 | |
| 7 | Wealthquest Corp | $36.3M | 696K | ▲New +696K sh | Q2 2026 | |
| 8 | M&T BANK CORP | $34.5M | 661K | ▼−37% Reduced · −386K sh | Q1 2026 | |
| 9 | MBM WEALTH CONSULTANTS, LLC | $26.8M | 513K | ▲+51% Added · +174K sh | Q2 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $21.0M | 403K | ▲+3.5% Added · +14K sh | Q1 2026 | |
| 11 | Scott Capital Advisors, LLC | $16.8M | 322K | ▲+721% Added · +283K sh | Q2 2026 | |
| 12 | Essential Planning, LLC. | $15.5M | 297K | ▲+30% Added · +68K sh | Q2 2026 | |
| 13 | TD Capital Management LLC | $14.3M | 273K | ▲+3.6% Added · +10K sh | Q2 2026 | |
| 14 | Spinnaker Investment Group, LLC | $14.0M | 269K | ▲New +269K sh | Q2 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $13.4M | 257K | ▲+90% Added · +122K sh | Q1 2026 | |
| 16 | Intellus Advisors LLC | $12.7M | 244K | ▲+4.6% Added · +11K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $12.4M | 238K | ▲+6.3% Added · +14K sh | Q1 2026 | |
| 18 | FMA Wealth Management, LLC | $12.2M | 234K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 19 | JANE STREET GROUP, LLC | $12.2M | 234K | ▲+103% Added · +118K sh | Q1 2026 | |
| 20 | Stonebridge Financial Group, LLC | $12.1M | 232K | ▼−7.8% Reduced · −20K sh | Q2 2026 | |
| 21 | HighTower Advisors, LLC | $10.9M | 210K | ▼−27% Reduced · −78K sh | Q1 2026 | |
| 22 | Bulwark Capital Corp | $10.3M | 197K | ▼−17% Reduced · −39K sh | Q2 2026 | |
| 23 | Wealth Advisors of Tampa Bay, LLC | $10.0M | 192K | ▲+3.9% Added · +7K sh | Q2 2026 | |
| 24 | OakTrust Wealth Advisors, LLC | $9.6M | 185K | ▲+12% Added · +20K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | $9.5M | 182K | ▲+2.0% Added · +4K 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.
Last quarter, 9 funds opened a new position in JPLD and 30 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 84 funds | $9.9B |
| NVIDIA CORPNVDA | 83 funds | $11.1B |
| AMAZON.COM INCAMZN | 82 funds | $6.1B |
| MICROSOFT CORPMSFT | 82 funds | $5.9B |
| VANGUARD S&P 500 ETFVOO | 82 funds | $3.0B |
| ALPHABET INC-CL AGOOGL | 79 funds | $4.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 78 funds | $3.4B |
| ISHARES CORE S&P 500 ETFIVV | 77 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 77 funds | $3.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $2.5B |
| VANGUARD DIVIDEND APPREC ETFVIG | 75 funds | $1.1B |
Ranked by how many of JPLD's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JPLD
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.
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.