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/JTEK/capital-change-brief"
Use Arkolith's capital_change_brief for JTEK. 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 | $356.9M | 4.7M | ▲+2.4% Added · +110K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $64.8M | 815K | ▲+5.0% Added · +39K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $42.8M | 539K | ▲+0.1% Added · +320 sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $34.5M | 434K | ▲+31% Added · +102K sh | Q1 2026 | |
| 5 | Composition Wealth, LLC | $29.2M | 367K | ▲+1.5% Added · +5K sh | Q1 2026 | |
| 6 | UBS Group AG | $28.5M | 358K | ▼−19% Reduced · −81K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $17.4M | 219K | ▼−4.9% Reduced · −11K sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $17.1M | 215K | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 166K | ▲+18% Added · +25K sh | Q1 2026 | |
| 10 | Vertex Planning Partners, LLC | $12.5M | 157K | ▲+4.0% Added · +6K sh | Q1 2026 | |
| 11 | Tradition Wealth Management, LLC | $11.7M | 147K | ▲+4.7% Added · +7K sh | Q1 2026 | |
| 12 | Pine Valley Investments Ltd Liability Co | $11.3M | 142K | ▲+353% Added · +111K sh | Q1 2026 | |
| 13 | MML INVESTORS SERVICES, LLC | $10.4M | 131K | ▲+4.0% Added · +5K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 126K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 15 | NewEdge Wealth, LLC | $8.8M | 111K | ▲+31% Added · +26K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $8.7M | 109K | ▼−38% Reduced · −68K sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $8.3M | 105K | ▲+8.6% Added · +8K sh | Q1 2026 | |
| 18 | Quadcap Wealth Management, LLC | $8.2M | 103K | ▲+11% Added · +10K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $7.5M | 97K | ▲+40% Added · +28K sh | Q1 2026 | |
| 20 | Sanctuary Advisors, LLC | $6.5M | 82K | ▼−0.7% Reduced · −592 sh | Q1 2026 | |
| 21 | Welch Financial Planning, LLC | $8.8M | 79K | ▼−11% Reduced · −10K sh | Q2 2026 | |
| 22 | Cetera Investment Advisers | $6.1M | 76K | ▼−39% Reduced · −49K sh | Q1 2026 | |
| 23 | YARGER WEALTH STRATEGIES, LLC | $7.7M | 73K | ▲+2.8% Added · +2K sh | Q2 2026 | |
| 24 | National Philanthropic Trust | $3.4M | 43K | ▲+208% Added · +29K sh | Q1 2026 | |
| 25 | Circle Wealth Management, LLC | $3.4M | 42K | ▲+64% Added · +16K 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 40 funds | $16.4B |
| NVIDIA CORPNVDA | 40 funds | $14.8B |
| MICROSOFT CORPMSFT | 40 funds | $9.9B |
| ALPHABET INC-CL AGOOGL | 40 funds | $7.9B |
| BROADCOM INCAVGO | 40 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 40 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 40 funds | $4.0B |
| ISHARES CORE U.S. AGGREGATEAGG | 40 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 40 funds | $3.5B |
| ISHARES CORE MSCI EMERGINGIEMG | 40 funds | $3.1B |
| EXXON MOBIL CORPXOM | 40 funds | $3.0B |
| WALMART INCWMT | 40 funds | $2.9B |
Ranked by how many of JTEK'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 JTEK. 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.