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 103 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,863,913
shares
|
$88.9 Million
0.61% of portfolio
|
Q2 2025
Added 48.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,376,336
shares
|
$65.6 Million
0.01% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
899,138
shares
|
$42.9 Million
0.29% of portfolio
|
Q3 2025
Reduced 19.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
844,131
shares
|
$40.2 Million
0.12% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
449,839
shares
|
$21.4 Million
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
392,511
shares
|
$18.7 Million
0.72% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
371,733
shares
|
$17.7 Million
4.99% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
369,744
shares
|
$17.6 Million
8.76% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
325,087
shares
|
$15.5 Million
3.86% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Oct 23, 2025 Q3 2025 |
304,345
shares
|
$14.5 Million
3.36% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
271,990
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
258,424
shares
|
$12.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.72%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
243,153
shares
|
$11.6 Million
2.21% of portfolio
|
Q3 2025
Added 7.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
242,671
shares
|
$11.6 Million
0.02% of portfolio
|
Q2 2025
Added 154.14%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Oct 02, 2025 Q3 2025 |
223,025
shares
|
$10.6 Million
2.27% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
216,731
shares
|
$10.3 Million
0.0% of portfolio
|
Q2 2025
Added 220.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
187,727
shares
|
$8.95 Million
0.49% of portfolio
|
Q2 2025
Added 42.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
166,761
shares
|
$7.95 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
164,368
shares
|
$7.84 Million
0.49% of portfolio
|
Q1 2025
Added 39.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
141,598
shares
|
$6.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
137,036
shares
|
$6.53 Million
0.63% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
124,032
shares
|
$5.91 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
114,120
shares
|
$5.44 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
93,427
shares
|
$4.45 Million
2.14% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
91,435
shares
|
$4.36 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.34%
|