83 tracked 13F filers disclose a position in JPUS as of the latest SEC 13F filings, a combined $233.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Modera Wealth Management, LLC | $33.5M | 239K | ▼−3.2% Reduced · −8K sh | Q2 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $30.0M | 230K | ▼−17% Reduced · −48K sh | Q1 2026 | |
| 3 | ST GERMAIN D J CO INC | $31.8M | 227K | ▼−4.6% Reduced · −11K sh | Q2 2026 | |
| 4 | UBS Group AG | $17.2M | 132K | ▼−0.1% Reduced · −181 sh | Q1 2026 | |
| 5 | HighPoint Advisor Group LLC | $14.0M | 100K | ▼−16% Reduced · −19K sh | Q2 2026 | |
| 6 | Sterneck Capital Management, LLC | $12.9M | 92K | ▼−0.1% Reduced · −127 sh | Q2 2026 | |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.8M | 77K | ▼−0.2% Reduced · −167 sh | Q2 2026 | |
| 8 | LPL Financial LLC | $9.6M | 74K | ▲+6.6% Added · +5K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $6.8M | 52K | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $6.7M | 52K | ▲+25% Added · +10K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.9M | 45K | ▲+1.2% Added · +546 sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $5.2M | 41K | ▼−9.7% Reduced · −4K sh | Q1 2026 | |
| 13 | Apollon Wealth Management, LLC | $5.1M | 39K | ▼−0.8% Reduced · −332 sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $4.2M | 32K | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 15 | Vise Technologies, Inc. | $2.9M | 24K | —Held | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 23K | ▲+3.0% Added · +689 sh | Q1 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $2.9M | 22K | ▲+0.2% Added · +47 sh | Q1 2026 | |
| 18 | HHM Wealth Advisors, LLC | $2.9M | 21K | ▼−5.8% Reduced · −1K sh | Q2 2026 | |
| 19 | MN Wealth Advisors, LLC | $2.2M | 16K | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 20 | Private Advisor Group, LLC | $1.9M | 13K | ▲+7.9% Added · +970 sh | Q2 2026 | |
| 21 | Farther Finance Advisors, LLC | $1.5M | 11K | ▼−1.7% Reduced · −196 sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $1.5M | 11K | ▼−12% Reduced · −1K sh | Q1 2026 | |
| 23 | NewEdge Advisors, LLC | $1.2M | 9K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 24 | LexAurum Advisors, LLC | $1.2M | 9K | ▼−2.0% Reduced · −182 sh | Q2 2026 | |
| 25 | Elevation Wealth Management LLC | $935K | 7K | ▲+0.1% Added · +7 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.
Last quarter, 9 funds opened a new position in JPUS and 7 added to an existing one, while 13 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 39 funds | $38.4B |
| MICROSOFT CORPMSFT | 39 funds | $31.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 39 funds | $6.5B |
| AMAZON.COM INCAMZN | 38 funds | $20.6B |
| JPMORGAN CHASE & COJPM | 38 funds | $8.1B |
| NVIDIA CORPNVDA | 37 funds | $47.0B |
| ALPHABET INC-CL AGOOGL | 37 funds | $17.6B |
| ALPHABET INC-CL CGOOG | 37 funds | $12.8B |
| META PLATFORMS INC-CLASS AMETA | 37 funds | $10.4B |
| INTL BUSINESS MACHINES CORPIBM | 37 funds | $2.6B |
| SPDR GOLD SHARESGLD | 37 funds | $403.5M |
| TESLA INCTSLA | 36 funds | $9.4B |
Ranked by how many of JPUS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JPUS
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/JPUS/capital-change-brief"
Use Arkolith's capital_change_brief for JPUS. 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 JPUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.