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 89 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,917,581
shares
|
$90.7 Million
0.18% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
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
|
May 07, 2025 Q1 2025 |
1,119,948
shares
|
$53 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
706,243
shares
|
$33.4 Million
0.13% of portfolio
|
Q1 2025
Added 306.72%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
429,640
shares
|
$20.3 Million
9.83% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
305,707
shares
|
$14.5 Million
3.88% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
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%
|
|
|
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%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
215,090
shares
|
$10.2 Million
2.24% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
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
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
130,957
shares
|
$6.19 Million
2.07% 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
|
Q1 2025
Added 23.35%
|
|
|
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%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
109,645
shares
|
$5.19 Million
0.14% of portfolio
|
Q1 2025
Added 23.6%
|
|
|
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%
|
|
|
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 14, 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%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,254
shares
|
$2.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.38%
|