Among active 13F managers last quarter, 9 opened and 1 added, while none reduced or exited; the largest holder to move was Colonial River Investments, LLC (new position).
25 tracked 13F filers disclose a position in JUSA as of the latest SEC 13F filings, a combined $44.9M 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 | JPMorgan Chase & Co | 270K | $15.5M | ▲+35% Added · +70K sh | Q1 2026 | |
| 2 | MML Investors Services, LLC | 123K | $8.3M | ▲New +123K sh | Q2 2026 | |
| 3 | Colonial River Investments, LLC | 75K | $5.0M | ▲New +75K sh | Q2 2026 | |
| 4 | CreativeOne Wealth, LLC | 31K | $2.1M | ▲New +31K sh | Q2 2026 | |
| 5 | Unique Wealth, LLC | 29K | $1.9M | ▲New +29K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 23K | $1.5M | ▲+20% Added · +4K sh | Q2 2026 | |
| 7 | Hopwood Nicholas Hunter | 23K | $1.5M | ▲New +23K sh | Q2 2026 | |
| 8 | MLG Wealth Management DBA Pine Grove Financial Group | 23K | $1.5M | ▲New +23K sh | Q2 2026 | |
| 9 | IFP Advisors, Inc | 14K | $963K | ▲New +14K sh | Q2 2026 | |
| 10 | Lake Street Private Wealth, LLC | 14K | $923K | ▲New +14K sh | Q2 2026 | |
| 11 | Integrated Wealth Concepts LLC | 12K | $810K | ▲New +12K sh | Q2 2026 | |
| 12 | Envestnet Portfolio Solutions, Inc. | 11K | $744K | ▲New +11K sh | Q2 2026 | |
| 13 | Elevation Wealth Management LLC | 10K | $670K | ▲New +10K sh | Q2 2026 | |
| 14 | Global Retirement Partners, LLC | 8K | $519K | ▲New +8K sh | Q2 2026 | |
| 15 | 3Chopt Investment Partners, LLC | 7K | $453K | ▲New +7K sh | Q2 2026 | |
| 16 | GeoWealth Management, LLC | 7K | $443K | ▲New +7K sh | Q2 2026 | |
| 17 | Private Trust Co Na | 6K | $419K | ▲New +6K sh | Q2 2026 | |
| 18 | Firethorn Wealth Partners, LLC | 6K | $381K | ▲New +6K sh | Q2 2026 | |
| 19 | J.W. Cole Advisors, Inc. | 5K | $335K | ▲New +5K sh | Q2 2026 | |
| 20 | Ascent Group, LLC | 5K | $327K | ▲New +5K sh | Q2 2026 | |
| 21 | Aegis Wealth Management, Inc. | 4K | $302K | ▲New +4K sh | Q2 2026 | |
| 22 | Gateway Wealth Partners, LLC | 4K | $281K | ▲New +4K sh | Q2 2026 | |
| 23 | Cordgrass Capital Advisors, LLC | 137 | $9K | ▲New +137 sh | Q2 2026 | |
| 24 | UBS Group AG | 63 | $4K | ▲New +63 sh | Q1 2026 | |
| 25 | Transamerica Financial Advisors, LLC | 61 | $4K | ▲New +61 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 JUSA and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 10 funds | $13.6B |
| Nvidia CorpNVDA | 10 funds | $3.0B |
| Amazon.com IncAMZN | 10 funds | $2.9B |
| Apple IncAAPL | 10 funds | $2.9B |
| Microsoft CorpMSFT | 10 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 10 funds | $603.5M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $585.0M |
| Johnson & JohnsonJNJ | 10 funds | $470.1M |
| Cisco Systems IncCSCO | 10 funds | $408.7M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $342.8M |
| Duke Energy CorpDUK | 10 funds | $285.0M |
Ranked by how many of JUSA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JUSA.
No filings captured for this ticker in the live stream yet.
Connected entities for JUSA
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/JUSA/capital-change-brief"
Use Arkolith's capital_change_brief for JUSA. 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 JUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.