This stock 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/JPM/capital-change-brief"
Use Arkolith's capital_change_brief for JPM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $61.3B | 208.2M | ▼−1.6% Reduced · −3.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $48.6B | 165.3M | ▲New +165.3M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $36.6B | 124.3M | ▼−0.8% Reduced · −1.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $20.2B | 68.5M | ▲+3.3% Added · +2.2M sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $19.3B | 65.7M | ▲+16% Added · +8.9M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.3B | 65.6M | ▲New +65.6M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $18.3B | 62.6M | ▲+2.1% Added · +1.3M sh | Q1 2026 | |
| 8 | NORGES BANK | $11.4B | 35.4M | ▼−0.4% Reduced · −143K sh | Q4 2025 | |
| 9 | FMR LLC | $9.2B | 31.4M | ▼−12% Reduced · −4.3M sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $9.2B | 31.2M | ▼−1.4% Reduced · −452K sh | Q1 2026 | |
| 11 | PRICE T ROWE ASSOCIATES INC /MD/ | $8.1B | 27.5M | ▼−1.6% Reduced · −455K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $7.0B | 23.9M | ▼−0.8% Reduced · −183K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $6.9B | 23.4M | ▲+7.7% Added · +1.7M sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $6.8B | 23.0M | ▼−0.4% Reduced · −85K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $6.2B | 21.1M | ▼−9.9% Reduced · −2.3M sh | Q1 2026 | |
| 16 | UBS Group AG | $5.6B | 19.1M | ▲+1.1% Added · +216K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.6B | 19.1M | ▲+1.9% Added · +353K sh | Q1 2026 | |
| 18 | DIMENSIONAL FUND ADVISORS LP | $5.6B | 19.0M | ▲+3.3% Added · +607K sh | Q1 2026 | |
| 19 | Legal & General Group Plc | $5.5B | 18.8M | ▼−0.9% Reduced · −172K sh | Q1 2026 | |
| 20 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $5.5B | 18.7M | ▲+14% Added · +2.3M sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $5.0B | 17.1M | ▼−12% Reduced · −2.2M sh | Q1 2026 | |
| 22 | Fisher Asset Management, LLC | $5.0B | 17.0M | ▲+6.3% Added · +1.0M sh | Q1 2026 | |
| 23 | Nuveen, LLC | $4.4B | 15.1M | ▲+2.0% Added · +290K sh | Q1 2026 | |
| 24 | FRANKLIN RESOURCES INC | $4.4B | 15.0M | ▲+21% Added · +2.6M sh | Q1 2026 | |
| 25 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $4.3B | 14.7M | ▼−5.5% Reduced · −857K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | BURKE STEPHEN B | Director | Grant (A) | 172 | $56K |
| Jun 30, 2026 | HOBSON MELLODY L | Director | Grant (A) | 137 | $45K |
| Jun 30, 2026 | NOVAKOVIC PHEBE N | Director | Grant (A) | 122 | $40K |
| Jun 30, 2026 | Rometty Virginia M | Director | Grant (A) | 122 | $40K |
| Jun 24, 2026 | Piepszak Jennifer | Chief Operating Officer | Grant (A) | 60K | $0 |
| Jun 24, 2026 | Rohrbaugh Troy L | Co-President; CEO CCB | Grant (A) | 90K | $0 |
| Jun 24, 2026 | Petno Douglas B | Co-President; CEO CIB | Grant (A) | 90K | $0 |
| Jun 24, 2026 | Erdoes Mary E. | CEO Asset & Wealth Management | Grant (A) | 60K | $0 |
| Jun 22, 2026 | Friedman Stacey | General Counsel | Sell (S) | 5K | $1.8M |
| May 20, 2026 | Friedman Stacey | General Counsel | Sell (S) | 5K | $1.6M |
| May 15, 2026 | Beer Lori A | Chief Information Officer | Sell (S) | 3K | $950K |
| May 15, 2026 | Petno Douglas B | Co-CEO CIB | Sell (S) | 6K | $1.7M |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 826 funds | $372.3B |
| AMAZON.COM INCAMZN | 809 funds | $286.7B |
| APPLE INCAAPL | 808 funds | $378.4B |
| ALPHABET INC-CL AGOOGL | 801 funds | $250.3B |
| NVIDIA CORPNVDA | 797 funds | $489.1B |
| META PLATFORMS INC-CLASS AMETA | 783 funds | $160.8B |
| ALPHABET INC-CL CGOOG | 760 funds | $170.4B |
| VISA INC-CLASS A SHARESV | 758 funds | $89.5B |
| BROADCOM INCAVGO | 755 funds | $190.2B |
| ELI LILLY & COLLY | 737 funds | $105.2B |
| JOHNSON & JOHNSONJNJ | 736 funds | $70.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 728 funds | $53.6B |
Ranked by how many of JPM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JPM. 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.