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/JSCP/capital-change-brief"
Use Arkolith's capital_change_brief for JSCP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $121.5M | 2.6M | ▲+43% Added · +778K sh | Q1 2026 | |
| 2 | EP Wealth Advisors, LLC | $105.0M | 2.2M | ▲+3.8% Added · +81K sh | Q1 2026 | |
| 3 | CWM, LLC | $43.9M | 927K | ▲+3.3% Added · +30K sh | Q1 2026 | |
| 4 | HB Wealth Management, LLC | $35.6M | 752K | ▼−10.0% Reduced · −83K sh | Q1 2026 | |
| 5 | MCF Advisors LLC | $24.1M | 509K | ▲New +509K sh | Q1 2026 | |
| 6 | CGN Advisors LLC | $21.0M | 446K | ▲+15% Added · +59K sh | Q2 2026 | |
| 7 | Apella Capital, LLC | $19.5M | 415K | ▼−3.6% Reduced · −16K sh | Q2 2026 | |
| 8 | HighTower Advisors, LLC | $18.3M | 387K | ▲+22% Added · +70K sh | Q1 2026 | |
| 9 | Bridgewealth Advisory Group, LLC | $17.6M | 372K | ▲+5.1% Added · +18K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $15.9M | 336K | ▲+0.1% Added · +188 sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $15.6M | 331K | ▲New +331K sh | Q1 2026 | |
| 12 | Hennion & Walsh Asset Management, Inc. | $14.7M | 312K | ▲+12% Added · +32K sh | Q2 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $14.1M | 298K | ▲+46% Added · +94K sh | Q1 2026 | |
| 14 | Summit Financial, LLC | $13.2M | 279K | ▲New +279K sh | Q1 2026 | |
| 15 | Focus Partners Wealth | $12.1M | 255K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 16 | Allworth Financial LP | $11.8M | 249K | ▲+6.6% Added · +15K sh | Q1 2026 | |
| 17 | UBS Group AG | $8.7M | 184K | ▲+41% Added · +54K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 146K | ▲+14% Added · +18K sh | Q2 2026 | |
| 19 | Waverly Advisors, LLC | $6.6M | 140K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 20 | Perigon Wealth Management, LLC | $5.9M | 124K | ▲+3.5% Added · +4K sh | Q1 2026 | |
| 21 | MAI Capital Management | $5.5M | 116K | ▲+32% Added · +28K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 112K | ▲+22% Added · +20K sh | Q1 2026 | |
| 23 | CARY STREET PARTNERS FINANCIAL LLC | $5.2M | 110K | ▲+101% Added · +55K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 108K | ▲+62% Added · +41K sh | Q1 2026 | |
| 25 | 21 West Wealth Management LLC | $3.6M | 77K | ▼−9.8% Reduced · −8K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 30 funds | $13.8B |
| NVIDIA CORPNVDA | 30 funds | $10.4B |
| MICROSOFT CORPMSFT | 30 funds | $7.6B |
| VANGUARD VALUE ETFVTV | 30 funds | $5.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $4.3B |
| BROADCOM INCAVGO | 30 funds | $4.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 30 funds | $3.6B |
| JPMORGAN CHASE & COJPM | 30 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $3.5B |
| JOHNSON & JOHNSONJNJ | 30 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 30 funds | $2.3B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 30 funds | $2.3B |
Ranked by how many of JSCP'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 JSCP. 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.