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 82 institutions that hold shares in the stock, with a total of 7.53 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,217,477
shares
|
$56.8 Million
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,152,941
shares
|
$53.8 Million
0.49% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
988,947
shares
|
$46.1 Million
2.77% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
425,717
shares
|
$19.9 Million
10.32% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
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 |
Feb 07, 2025 Q4 2024 |
288,237
shares
|
$13.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
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
|
$10.1 Million
2.42% of portfolio
|
Q3 2024
Added 8.4%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
194,566
shares
|
$9.08 Million
1.95% of portfolio
|
Q4 2024
Added 48.67%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
173,645
shares
|
$8.1 Million
0.03% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
148,214
shares
|
$6.91 Million
0.01% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
134,021
shares
|
$6.25 Million
0.12% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
123,722
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.73%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
117,941
shares
|
$5.5 Million
0.31% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
99,881
shares
|
$4.66 Million
1.29% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,788
shares
|
$4.56 Million
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
89,027
shares
|
$4.15 Million
0.4% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
88,708
shares
|
$4.14 Million
0.1% of portfolio
|
Q4 2024
Added 109.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
79,188
shares
|
$3.69 Million
0.38% of portfolio
|
Q4 2024
Added 716.71%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
78,188
shares
|
$3.65 Million
0.42% of portfolio
|
Q4 2023
Added 33.5%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
75,023
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2024
Added 142.38%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
72,250
shares
|
$3.37 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
65,471
shares
|
$3.05 Million
0.58% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
59,202
shares
|
$2.76 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
57,751
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.01%
|