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/JPME/capital-change-brief"
Use Arkolith's capital_change_brief for JPME. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $47.1M | 411K | ▼−7.8% Reduced · −35K sh | Q1 2026 | |
| 2 | HighTower Advisors, LLC | $40.7M | 355K | ▲+4.9% Added · +17K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $28.7M | 251K | ▲+2.4% Added · +6K sh | Q1 2026 | |
| 4 | JONES FINANCIAL COMPANIES LLLP | $15.1M | 133K | ▲+20% Added · +22K sh | Q1 2026 | |
| 5 | Cerity Partners LLC | $10.6M | 92K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 6 | RVW Wealth, LLC | $7.9M | 64K | ▲+0.2% Added · +146 sh | Q2 2026 | |
| 7 | Sanctuary Advisors, LLC | $6.3M | 55K | ▼−21% Reduced · −15K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $6.3M | 55K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $3.9M | 34K | ▼−10% Reduced · −4K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $3.4M | 30K | ▲+61% Added · +11K sh | Q1 2026 | |
| 11 | Equitable Holdings, Inc. | $2.8M | 24K | ▲New +24K sh | Q1 2026 | |
| 12 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $2.6M | 23K | ▲+0.8% Added · +173 sh | Q1 2026 | |
| 13 | Modern Wealth Management, LLC | $2.5M | 22K | ▲New +22K sh | Q1 2026 | |
| 14 | KWB Wealth | $2.5M | 20K | ▲+4.1% Added · +792 sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.3M | 20K | ▲+3.1% Added · +599 sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | $2.2M | 19K | ▲+1.1% Added · +212 sh | Q1 2026 | |
| 17 | Dynamic Advisor Solutions LLC | $2.3M | 19K | ▼−7.3% Reduced · −1K sh | Q2 2026 | |
| 18 | Trilogy Capital Inc. | $2.2M | 18K | ▼−0.5% Reduced · −90 sh | Q2 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 18K | ▼−25% Reduced · −6K sh | Q1 2026 | |
| 20 | Cassilly Financial Group LLC | $2.0M | 16K | ▲+2.7% Added · +426 sh | Q2 2026 | |
| 21 | CreativeOne Wealth, LLC | $1.8M | 16K | ▼−6.5% Reduced · −1K sh | Q1 2026 | |
| 22 | STIFEL FINANCIAL CORP | $1.8M | 16K | ▼−30% Reduced · −7K sh | Q1 2026 | |
| 23 | Kestra Advisory Services, LLC | $1.3M | 12K | ▼−8.2% Reduced · −1K sh | Q1 2026 | |
| 24 | JOURNEY STRATEGIC WEALTH LLC | $1.3M | 11K | ▲+1.0% Added · +113 sh | Q1 2026 | |
| 25 | Apella Capital, LLC | $1.4M | 11K | ▼−2.4% Reduced · −280 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $10.7B |
| MICROSOFT CORPMSFT | 32 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $4.5B |
| ALPHABET INC-CL CGOOG | 32 funds | $4.2B |
| BROADCOM INCAVGO | 32 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 32 funds | $3.7B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.3B |
| VANGUARD VALUE ETFVTV | 32 funds | $2.4B |
| WALMART INCWMT | 32 funds | $1.9B |
| EXXON MOBIL CORPXOM | 32 funds | $1.8B |
| ELI LILLY & COLLY | 32 funds | $1.8B |
| MASTERCARD INC - AMA | 32 funds | $1.7B |
Ranked by how many of JPME'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 JPME. 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.