Among active 13F managers last quarter, 6 opened and 4 added, while 4 reduced; the largest holder to move was Cambria Investment Management, L.P. (+3.0%).
37 tracked 13F filers disclose a position in JPMB as of the latest SEC 13F filings, a combined $54.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 259K | $10.2M | ▲+47% Added · +82K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 205K | $8.0M | ▲+7.6% Added · +14K sh | Q1 2026 | |
| 3 | Cambria Investment Management, L.P. | 151K | $6.1M | ▲+3.0% Added · +4K sh | Q2 2026 | |
| 4 | RiverFront Investment Group, LLC | 142K | $5.7M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 5 | Jane Street Group, LLC | 133K | $5.2M | ▲23× Added · +127K sh | Q1 2026 | |
| 6 | Arq Wealth Advisors, LLC | 124K | $4.9M | ▲+44% Added · +38K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 90K | $3.5M | ▲+31% Added · +22K sh | Q1 2026 | |
| 8 | JPMorgan Chase & Co | 58K | $2.3M | ▲+114% Added · +31K sh | Q1 2026 | |
| 9 | Old Mission Capital LLC | 41K | $1.6M | ▲New +41K sh | Q1 2026 | |
| 10 | HSBC Holdings PLC | 37K | $1.5M | ▲+35% Added · +10K sh | Q1 2026 | |
| 11 | Forthright Family Wealth Advisory LLC | 28K | $1.1M | ▲Added Added · +28K sh | Q2 2026 | |
| 12 | Convergence Financial, LLC | 18K | $730K | ▲+104% Added · +9K sh | Q2 2026 | |
| 13 | Focus Financial Network, Inc. | 17K | $652K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 14 | Pure Financial Advisors, LLC | 16K | $628K | ▼−4.8% Reduced · −778 sh | Q2 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | 15K | $598K | ▲+0.6% Added · +85 sh | Q2 2026 | |
| 16 | 5T Wealth, LLC | 14K | $576K | ▲+2.7% Added · +378 sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | 9K | $367K | ▲+39% Added · +3K sh | Q2 2026 | |
| 18 | UBS Group AG | 6K | $248K | ▲New +6K sh | Q1 2026 | |
| 19 | Susquehanna International Group, LLP | 5K | $202K | ▲New +5K sh | Q1 2026 | |
| 20 | Dynamic Advisor Solutions LLC | 5K | $202K | ▲New +5K sh | Q2 2026 | |
| 21 | Osaic Holdings, Inc. | 3K | $125K | ▼−18% Reduced · −717 sh | Q1 2026 | |
| 22 | Royal Bank Of Canada | 3K | $100K | ▲+750% Added · +2K sh | Q1 2026 | |
| 23 | GAMMA Investing LLC | 983 | $40K | ▲+138% Added · +570 sh | Q2 2026 | |
| 24 | Mather Group, LLC. | 699 | $27K | ▲New +699 sh | Q1 2026 | |
| 25 | CWM, LLC | 628 | $25K | ▲+0.3% Added · +2 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.
Last quarter, 6 funds opened a new position in JPMB and 4 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 15 funds | $36.3B |
| Tesla IncTSLA | 15 funds | $7.6B |
| Taiwan Semiconductor-SP ADRTSM | 15 funds | $1.6B |
| Ishares Core S&P 500 ETFIVV | 15 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 15 funds | $1.1B |
| Invesco QQQ Trust Series 1QQQ | 15 funds | $914.1M |
| Vanguard S&P 500 ETFVOO | 15 funds | $732.2M |
| Vanguard Ftse Developed ETFVEA | 15 funds | $487.1M |
| Vanguard Total Bond MarketBND | 15 funds | $359.2M |
| Lockheed Martin CorpLMT | 15 funds | $310.4M |
| Apple IncAAPL | 14 funds | $28.5B |
| Microsoft CorpMSFT | 14 funds | $24.5B |
Ranked by how many of JPMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JPMB.
No filings captured for this ticker in the live stream yet.
Connected entities for JPMB
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/JPMB/capital-change-brief"
Use Arkolith's capital_change_brief for JPMB. 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 JPMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.