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 |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
24,920
shares
|
$1.19 Million
0.13% of portfolio
|
Q4 2023
Added 6.65%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
24,411
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
24,291
shares
|
$1.16 Million
0.43% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
23,765
shares
|
$1.13 Million
0.7% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,027
shares
|
$1.1 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,407
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
22,231
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 33.57%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
20,270
shares
|
$966,473
0.1% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
19,397
shares
|
$924,848
0.11% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
17,776
shares
|
$847,559
1.49% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
17,538
shares
|
$836,211
0.18% of portfolio
|
Q3 2023
Added 32.48%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
16,115
shares
|
$768,363
0.18% of portfolio
|
Q2 2025
Added 230114.3%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
15,347
shares
|
$731,744
0.52% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
14,869
shares
|
$708,953
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
13,571
shares
|
$647,065
0.29% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
11,607
shares
|
$553,421
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
11,393
shares
|
$543,218
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
10,079
shares
|
$480,566
0.18% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
9,978
shares
|
$475,751
0.19% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
9,485
shares
|
$452,244
0.05% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,598
shares
|
$409,952
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,058
shares
|
$384,205
0.07% of portfolio
|
Q4 2024
Reduced 19.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
7,303
shares
|
$348,207
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
6,205
shares
|
$295,854
0.24% of portfolio
|
Q2 2025
Reduced 62.22%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
6,205
shares
|
$295,854
0.24% of portfolio
|
Q2 2025
Reduced 42.12%
|