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 92 institutions that hold shares in the stock, with a total of 9.02 Million shares, which have been reported (via 13F filing form) to have a value of $427 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,376,336
shares
|
$65.1 Million
0.01% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,253,794
shares
|
$59.3 Million
0.5% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,111,660
shares
|
$52.5 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
686,431
shares
|
$32.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
374,706
shares
|
$17.7 Million
8.86% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
307,590
shares
|
$14.5 Million
3.67% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
274,100
shares
|
$13 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
266,880
shares
|
$12.6 Million
3.9% of portfolio
|
Q2 2025
Added 103.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
259,727
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 86.46%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
226,657
shares
|
$10.7 Million
2.18% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
224,086
shares
|
$10.6 Million
2.53% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
164,368
shares
|
$7.77 Million
0.49% of portfolio
|
Q1 2025
Added 39.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
144,672
shares
|
$6.84 Million
0.09% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
131,817
shares
|
$6.23 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,624
shares
|
$5.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
119,131
shares
|
$5.63 Million
0.14% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
116,059
shares
|
$5.49 Million
0.56% of portfolio
|
Q1 2025
Added 46.56%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
92,681
shares
|
$4.38 Million
1.25% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
84,916
shares
|
$4.01 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
78,188
shares
|
$3.7 Million
0.42% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.42 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
69,024
shares
|
$3.26 Million
0.31% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
67,620
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
65,142
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
63,616
shares
|
$3.01 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.83%
|