| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $47.6M | 907K | ▲+0.8% Added · +7K sh | Q1 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $38.7M | 739K | ▼−1.3% Reduced · −9K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $32.0M | 611K | ▲+4.4% Added · +26K sh | Q1 2026 | |
| 4 | Aprio Wealth Management, LLC | $16.6M | 317K | ▲+2.0% Added · +6K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $15.7M | 300K | ▼−2.8% Reduced · −9K sh | Q1 2026 | |
| 6 | MORGAN STANLEY | $14.3M | 273K | ▼−6.3% Reduced · −18K sh | Q1 2026 | |
| 7 | Goldstein Advisors, LLC | $13.9M | 231K | ▲~0% Added · +67 sh | Q2 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.2M | 214K | ▲+2.9% Added · +6K sh | Q1 2026 | |
| 9 | Gerber Kawasaki Wealth & Investment Management | $10.0M | 190K | ▼−2.8% Reduced · −6K sh | Q1 2026 | |
| 10 | Sprinkle Financial Consultants LLC | $10.8M | 180K | ▲+2.8% Added · +5K sh | Q2 2026 | |
| 11 | JPMORGAN CHASE & CO | $8.0M | 155K | ▲+496% Added · +129K sh | Q1 2026 | |
| 12 | Financial Solutions Advisory Group, Inc. | $8.7M | 146K | ▼−0.7% Reduced · −1K sh | Q2 2026 | |
| 13 | TOCQUEVILLE ASSET MANAGEMENT L.P. | $7.4M | 140K | ▲+0.1% Added · +189 sh | Q1 2026 | |
| 14 | MAGNOLIA CAPITAL ADVISORS LLC | $7.3M | 140K | ▲New +140K sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $7.0M | 135K | ▲+23% Added · +26K sh | Q1 2026 | |
| 16 | TRUIST FINANCIAL CORP | $7.1M | 135K | ▲+8.3% Added · +10K sh | Q1 2026 | |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 129K | ▼−34% Reduced · −66K sh | Q1 2026 | |
| 18 | Ipsen Advisor Group LLC | $6.1M | 116K | ▲+2.3% Added · +3K sh | Q1 2026 | |
| 19 | DAVENPORT & Co LLC | $5.7M | 95K | ▼−12% Reduced · −13K sh | Q2 2026 | |
| 20 | Kingsview Wealth Management, LLC | $3.8M | 73K | ▲+4.6% Added · +3K sh | Q1 2026 | |
| 21 | First Pacific Financial | $4.3M | 71K | ▼−1.7% Reduced · −1K sh | Q2 2026 | |
| 22 | QUANTUM FINANCIAL PARTNERS LLC | $3.4M | 56K | ▲New +56K sh | Q2 2026 | |
| 23 | Integrated Wealth Concepts LLC | $2.8M | 54K | ▼−5.3% Reduced · −3K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $2.8M | 54K | ▲+2.3% Added · +1K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $2.8M | 53K | ▲New +53K 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 | 34 funds | $7.8B |
| MICROSOFT CORPMSFT | 34 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 34 funds | $3.2B |
| ALPHABET INC-CL CGOOG | 34 funds | $2.9B |
| BROADCOM INCAVGO | 34 funds | $2.8B |
| JOHNSON & JOHNSONJNJ | 34 funds | $2.4B |
| WALMART INCWMT | 34 funds | $2.4B |
| EXXON MOBIL CORPXOM | 34 funds | $2.2B |
| VANGUARD VALUE ETFVTV | 34 funds | $2.1B |
| ELI LILLY & COLLY | 34 funds | $1.8B |
Ranked by how many of JPSE'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/JPSE/capital-change-brief"
Use Arkolith's capital_change_brief for JPSE. 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 JPSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.