Institutional Ownership Jp Morgan Exch Traded Fd Tr Sh (JSCP)
This table provides information about the institutional ownership of Jp Morgan Exch Traded Fd Tr Sh (JSCP). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 7.18 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,180,567
shares
|
$55.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,152,941
shares
|
$54 Million
0.49% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
988,947
shares
|
$46.4 Million
2.77% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
415,553
shares
|
$19.5 Million
9.61% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
331,497
shares
|
$15.5 Million
4.06% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
300,432
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
265,478
shares
|
$12.4 Million
4.59% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
216,876
shares
|
$10.2 Million
2.42% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
153,297
shares
|
$7.19 Million
0.03% of portfolio
|
Q3 2024
Added 113.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
139,654
shares
|
$6.55 Million
0.01% of portfolio
|
Q3 2024
Added 6.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
134,021
shares
|
$6.28 Million
0.12% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
130,874
shares
|
$6.14 Million
1.4% of portfolio
|
Q3 2024
Added 24.55%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
125,470
shares
|
$5.88 Million
1.92% of portfolio
|
Q3 2024
Added 33.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
123,722
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
108,367
shares
|
$5.08 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
94,295
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Added 44.1%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
92,231
shares
|
$4.32 Million
1.25% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
89,027
shares
|
$4.17 Million
0.4% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
78,188
shares
|
$3.67 Million
0.42% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
75,023
shares
|
$3.52 Million
0.04% of portfolio
|
Q3 2024
Added 142.38%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.39 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
62,991
shares
|
$2.95 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
59,543
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
54,109
shares
|
$2.54 Million
0.84% of portfolio
|
Q3 2024
Added 9.29%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
45,396
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2024
Added 1.34%
|