27 tracked 13F filers disclose a position in JVA as of the latest SEC 13F filings, a combined $4.4M 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 | RENAISSANCE TECHNOLOGIES LLC | $1.7M | 411K | ▼−1.2% Reduced · −5K sh | Q1 2026 | |
| 2 | Quinn Opportunity Partners LLC | $511K | 120K | —Held | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $362K | 85K | ▼−0.2% Reduced · −140 sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $329K | 77K | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $274K | 64K | ▲+20% Added · +11K sh | Q1 2026 | |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $168K | 39K | ▲+9.9% Added · +4K sh | Q1 2026 | |
| 7 | Empowered Funds, LLC | $163K | 38K | ▲New +38K sh | Q1 2026 | |
| 8 | CITADEL ADVISORS LLC | $155K | 37K | ▲+1.1% Added · +392 sh | Q1 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $137K | 32K | →First observed position No prior filed position | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $89K | 21K | ▲+92% Added · +10K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $80K | 19K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 12 | Allworth Financial LP | $70K | 17K | ▲+154% Added · +10K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $68K | 16K | ▲+472% Added · +13K sh | Q1 2026 | |
| 14 | Centiva Capital, LP | $62K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $52K | 12K | ▼−35% Reduced · −7K sh | Q1 2026 | |
| 16 | TWO SIGMA INVESTMENTS, LP | $51K | 12K | ▼−62% Reduced · −20K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $43K | 10K | ▲New +10K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $18K | 4K | ▲+15% Added · +549 sh | Q1 2026 | |
| 19 | SBI Securities Co., Ltd. | $7K | 2K | —Held | Q2 2026 | |
| 20 | Farther Finance Advisors, LLC | $8K | 2K | —Held | Q1 2026 | |
| 21 | UBS Group AG | $7K | 2K | ▲+16% Added · +235 sh | Q1 2026 | |
| 22 | FMR LLC | $4K | 965 | ▲New +965 sh | Q1 2026 | |
| 23 | Tower Research Capital LLC (TRC) | $4K | 944 | ▼−13% Reduced · −140 sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $2K | 425 | —Held | Q1 2026 | |
| 25 | Triumph Capital Management | $334 | 100 | —Held | 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, 1 fund opened a new position in JVA and 2 added to an existing one, while 3 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 | 11 funds | $17.5B |
| MICROSOFT CORPMSFT | 11 funds | $12.4B |
| JPMORGAN CHASE & COJPM | 11 funds | $10.4B |
| AMAZON.COM INCAMZN | 11 funds | $9.0B |
| EXXON MOBIL CORPXOM | 11 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 11 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 11 funds | $6.9B |
| HOME DEPOT INCHD | 11 funds | $6.7B |
| VISA INC-CLASS A SHARESV | 11 funds | $6.3B |
| WALT DISNEY CO/THEDIS | 11 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 11 funds | $5.9B |
| PROCTER & GAMBLE CO/THEPG | 11 funds | $5.9B |
Ranked by how many of JVA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2024 | GORDON ANDREW | CEO and President, Director, 10% Owner | Buy (P) | 10K | $22K |
| Jun 28, 2024 | GORDON ANDREW | CEO and President, Director, 10% Owner | Buy (P) | 5K | $12K |
| Jun 27, 2024 | GORDON DAVID | EVP and COO, Director, 10% Owner | Buy (P) | 7K | $14K |
| Jun 27, 2024 | GORDON ANDREW | CEO and President, Director, 10% Owner | Buy (P) | 10K | $21K |
| Sep 17, 2021 | GORDON ANDREW | CEO and President, Director | Buy (P) | 5K | $22K |
| Sep 17, 2021 | Rotelli John | Director | Buy (P) | 500 | $2K |
| Sep 17, 2021 | Thomas George F | Director | Buy (P) | 1K | $4K |
| Sep 17, 2021 | GORDON DAVID | EVP and Secretary, Director | Buy (P) | 5K | $22K |
| Sep 24, 2020 | Rotelli John | Director | Buy (P) | 750 | $3K |
| Sep 21, 2020 | GORDON DAVID | EVP and Secretary, Director | Buy (P) | 5K | $16K |
| Sep 21, 2020 | GORDON ANDREW | CEO and President, Director | Buy (P) | 4K | $14K |
| Sep 18, 2020 | GORDON ANDREW | CEO and President, Director | Buy (P) | 619 | $2K |
This stock 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/JVA/capital-change-brief"
Use Arkolith's capital_change_brief for JVA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JVA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.