Among active 13F managers last quarter, 7 opened and 12 added, while 16 reduced; the largest holder to move was ST Germain D J Co Inc (−4.6%).
98 tracked 13F filers disclose a position in JPUS as of the latest SEC 13F filings, a combined $283.2M 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 | Modera Wealth Management, LLC | 239K | $33.5M | ▼−3.2% Reduced · −8K sh | Q2 2026 | |
| 2 | Bank Of America Corp | 230K | $30.0M | ▼−17% Reduced · −48K sh | Q1 2026 | |
| 3 | ST Germain D J Co Inc | 227K | $31.8M | ▼−4.6% Reduced · −11K sh | Q2 2026 | |
| 4 | Sanctuary Advisors, LLC | 171K | $24.0M | ▲New +171K sh | Q2 2026 | |
| 5 | UBS Group AG | 132K | $17.2M | ▼−0.1% Reduced · −181 sh | Q1 2026 | |
| 6 | HighPoint Advisor Group LLC | 100K | $14.0M | ▼−16% Reduced · −19K sh | Q2 2026 | |
| 7 | Sterneck Capital Management, LLC | 92K | $12.9M | ▼−0.1% Reduced · −127 sh | Q2 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 77K | $10.8M | ▼−0.2% Reduced · −167 sh | Q2 2026 | |
| 9 | LPL Financial LLC | 74K | $9.6M | ▲+6.6% Added · +5K sh | Q1 2026 | |
| 10 | Kingsview Wealth Management, LLC | 63K | $8.9M | ▲New +63K sh | Q2 2026 | |
| 11 | Morgan Stanley | 52K | $6.8M | ▲+3.2% Added · +2K sh | Q1 2026 | |
| 12 | Jones Financial Companies LLLP | 52K | $6.7M | ▲+25% Added · +10K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 45K | $5.9M | ▲+1.2% Added · +546 sh | Q1 2026 | |
| 14 | JPMorgan Chase & Co | 41K | $5.2M | ▼−9.7% Reduced · −4K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | 40K | $5.6M | ▲New +40K sh | Q2 2026 | |
| 16 | Apollon Wealth Management, LLC | 39K | $5.1M | ▼−0.8% Reduced · −332 sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 32K | $4.2M | ▲+5.9% Added · +2K sh | Q1 2026 | |
| 18 | Vise Technologies, Inc. | 27K | $3.7M | ▲+13% Added · +3K sh | Q2 2026 | |
| 19 | Schiavi & Co LLC | 26K | $1.9M | ▼−0.9% Reduced · −246 sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 23K | $3.0M | ▲+3.0% Added · +689 sh | Q1 2026 | |
| 21 | Wells Fargo & Company | 22K | $2.9M | ▲+0.2% Added · +47 sh | Q1 2026 | |
| 22 | HHM Wealth Advisors, LLC | 21K | $2.9M | ▼−5.8% Reduced · −1K sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 17K | $2.4M | ▲New +17K sh | Q2 2026 | |
| 24 | MN Wealth Advisors, LLC | 16K | $2.2M | ▼~0% Reduced · −5 sh | Q2 2026 | |
| 25 | RHS Financial, LLC | 13K | $1.9M | ▲+28% Added · +3K 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, 7 funds opened a new position in JPUS and 12 added to an existing one, while 16 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 |
|---|---|---|
| Microsoft CorpMSFT | 48 funds | $33.2B |
| Apple IncAAPL | 47 funds | $41.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 47 funds | $7.1B |
| Nvidia CorpNVDA | 46 funds | $49.8B |
| Amazon.com IncAMZN | 46 funds | $23.3B |
| Alphabet Inc-CL AGOOGL | 46 funds | $18.9B |
| Alphabet Inc-CL CGOOG | 46 funds | $13.9B |
| JPMorgan Chase & CoJPM | 46 funds | $9.0B |
| Meta Platforms Inc-Class AMETA | 44 funds | $11.0B |
| Walmart IncWMT | 44 funds | $6.3B |
| Intl Business Machines CorpIBM | 44 funds | $2.8B |
| Ishares Core S&P 500 ETFIVV | 43 funds | $16.3B |
Ranked by how many of JPUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JPUS.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1297 funds | $18.1B |
| JPSTmc | 1108 funds | $24.0B |
| JMSTmc | 519 funds | $3.4B |
| JCPBmc | 475 funds | $9.3B |
| JMUBmc | 473 funds | $4.9B |
| JPIEmc | 445 funds | $5.3B |
| JQUAmc | 442 funds | $5.1B |
| JIREmc | 321 funds | $9.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
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.