| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $10.2M | 259K | ▲+47% Added · +82K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $8.0M | 205K | ▲+7.6% Added · +14K sh | Q1 2026 | |
| 3 | Cambria Investment Management, L.P. | $5.7M | 147K | ▲+14% Added · +18K sh | Q1 2026 | |
| 4 | RiverFront Investment Group, LLC | $5.5M | 140K | ▲+9.1% Added · +12K sh | Q1 2026 | |
| 5 | JANE STREET GROUP, LLC | $5.2M | 133K | ▲23× Added · +127K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $3.5M | 90K | ▲+31% Added · +22K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $2.3M | 58K | ▲+114% Added · +31K sh | Q1 2026 | |
| 8 | OLD MISSION CAPITAL LLC | $1.6M | 41K | ▲New +41K sh | Q1 2026 | |
| 9 | HSBC HOLDINGS PLC | $1.5M | 37K | ▲+35% Added · +10K sh | Q1 2026 | |
| 10 | Forthright Family Wealth Advisory LLC | $1.1M | 28K | ▲Added Added · +28K sh | Q2 2026 | |
| 11 | Focus Financial Network, Inc. | $652K | 17K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 12 | Pure Financial Advisors, LLC | $642K | 16K | ▲+6.5% Added · +1K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $588K | 15K | ▲New +15K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | $579K | 15K | ▼−2.2% Reduced · −333 sh | Q1 2026 | |
| 15 | Integrated Wealth Concepts LLC | $258K | 7K | ▲New +7K sh | Q1 2026 | |
| 16 | UBS Group AG | $248K | 6K | ▲New +6K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $202K | 5K | ▲New +5K sh | Q1 2026 | |
| 18 | Dynamic Advisor Solutions LLC | $202K | 5K | ▲New +5K sh | Q2 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $125K | 3K | ▼−18% Reduced · −717 sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $100K | 3K | ▲+750% Added · +2K sh | Q1 2026 | |
| 21 | GAMMA Investing LLC | $40K | 983 | ▲+138% Added · +570 sh | Q2 2026 | |
| 22 | MATHER GROUP, LLC. | $27K | 699 | ▲New +699 sh | Q1 2026 | |
| 23 | CWM, LLC | $25K | 628 | ▲+0.3% Added · +2 sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $15K | 370 | ▼−93% Reduced · −5K sh | Q1 2026 | |
| 25 | Advisory Services Network, LLC | $9K | 218 | ▲New +218 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 |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $8.1B |
| APPLE INCAAPL | 13 funds | $6.3B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $5.9B |
| MICROSOFT CORPMSFT | 13 funds | $5.1B |
| AMAZON.COM INCAMZN | 13 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $4.0B |
| ALPHABET INC-CL AGOOGL | 13 funds | $3.9B |
| BROADCOM INCAVGO | 13 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.5B |
| ALPHABET INC-CL CGOOG | 13 funds | $2.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 13 funds | $2.0B |
Ranked by how many of JPMB'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/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.