Who owns JSCP (JSCP)
Which tracked institutional funds hold JSCP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSCP company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
43 tracked funds added or opened JSCP while 17 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JSCP’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes JSCP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JSCP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 122 tracked filers holding JSCP, 81 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JSCP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- MCF Advisors LLC$24M
- Integrated Wealth Concepts LLC$16M
- Summit Financial, LLC$13M
- Boyce & Associates Wealth Consulting, Inc.$6M
- Blueprint Investment Partners LLC$2M
- Blueprint Financial Advisors LLC$2M
Full exits 6
- Thrivent Financial for Lutherans$8M
- Main Street Financial Solutions, LLC$7M
- Clear Point Advisors Inc.$2M
- Global Retirement Partners, LLC$1M
- TBH Global Asset Management, LLC$1M
- AIFG Consultants Ltd.$956K
Largest adds
- JPMORGAN CHASE & CO$36M
- CGN Advisors LLC$18M
- RAYMOND JAMES FINANCIAL INC$4M
- Roberts Wealth Advisors, LLC$4M
- EP Wealth Advisors, LLC$3M
- HighTower Advisors, LLC$3M
Largest trims
- CITADEL ADVISORS LLC$9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$7M
- Hennion & Walsh Asset Management, Inc.$6M
- Visionary Wealth Advisors$4M
- HB Wealth Management, LLC$4M
- Beaumont Financial Advisors, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 2,572,589 | $121M | 15.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 2,219,401 | $105M | 13.1% | 2026-Q1 |
| CWM, LLC added | 927,435 | $44M | 5.5% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 752,086 | $36M | 4.4% | 2026-Q1 |
| Roberts Wealth Advisors, LLC added | 587,373 | $28M | 3.5% | 2026-Q1 |
| MCF Advisors LLC new | 509,014 | $24M | 3.0% | 2026-Q1 |
| Apella Capital, LLC trimmed | 430,656 | $20M | 2.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 387,189 | $18M | 2.3% | 2026-Q1 |
| CGN Advisors LLC added | 386,739 | $18M | 2.3% | 2026-Q1 |
| 5th Street Advisors, LLC added | 385,613 | $18M | 2.3% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 372,489 | $18M | 2.2% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC added | 347,811 | $16M | 2.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 336,244 | $16M | 2.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 330,619 | $16M | 1.9% | 2026-Q1 |
| TD Capital Management LLC added | 321,942 | $15M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 298,197 | $14M | 1.8% | 2026-Q1 |
| SkyOak Wealth, LLC added | 291,446 | $14M | 1.7% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 279,897 | $13M | 1.6% | 2026-Q1 |
| Summit Financial, LLC new | 279,158 | $13M | 1.6% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 277,982 | $13M | 1.6% | 2026-Q1 |
| Focus Partners Wealth added | 255,417 | $12M | 1.5% | 2026-Q1 |
| Allworth Financial LP added | 248,537 | $12M | 1.5% | 2026-Q1 |
| UBS Group AG added | 183,567 | $9M | 1.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 140,150 | $7M | 0.8% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 127,724 | $6M | 0.8% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 124,446 | $6M | 0.7% | 2026-Q1 |
| Boyce & Associates Wealth Consulting, Inc. new | 119,361 | $6M | 0.7% | 2026-Q1 |
| MAI Capital Management added | 115,995 | $5M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 112,435 | $5M | 0.7% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 109,680 | $5M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 108,271 | $5M | 0.6% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 102,068 | $5M | 0.6% | 2026-Q1 |
| NOESIS CAPITAL MANGEMENT CORP trimmed | 98,352 | $5M | 0.6% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 94,396 | $4M | 0.6% | 2026-Q1 |
| Milestone Investment Advisors LLC trimmed | 90,443 | $4M | 0.5% | 2026-Q1 |
| 21 West Wealth Management LLC added | 85,146 | $4M | 0.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 74,755 | $4M | 0.4% | 2026-Q1 |
| New Insight Wealth Advisors added | 74,646 | $4M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 70,850 | $3M | 0.4% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 56,257 | $3M | 0.3% | 2026-Q1 |
| PROMETHIUM ADVISORS,LLC added | 53,065 | $3M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 51,790 | $2M | 0.3% | 2026-Q1 |
| Heritage Wealth Management, Inc. added | 50,915 | $2M | 0.3% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 45,184 | $2M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 41,768 | $2M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 35,774 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 35,849 | $2M | 0.2% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 35,200 | $2M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 33,968 | $2M | 0.2% | 2026-Q1 |
| BBR PARTNERS, LLC trimmed | 32,962 | $2M | 0.2% | 2026-Q1 |
| Blueprint Investment Partners LLC new | 31,802 | $2M | 0.2% | 2026-Q1 |
| Blueprint Financial Advisors LLC new | 31,802 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 30,354 | $1M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 30,100 | $1M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 29,623 | $1M | 0.2% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 29,275 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,852 | $1M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 25,820 | $1M | 0.2% | 2026-Q1 |
| Diversified Portfolios, Inc. new | 23,842 | $1M | 0.1% | 2026-Q1 |
| Southeast Asset Advisors, LLC added | 23,262 | $1M | 0.1% | 2026-Q1 |
| USAdvisors Wealth Management, LLC trimmed | 23,162 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 22,805 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 22,579 | $1M | 0.1% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 22,489 | $1M | 0.1% | 2026-Q1 |
| Capstone Wealth Management, Inc. added | 21,195 | $999K | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 21,093 | $998K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 20,925 | $990K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,246 | $863K | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 18,170 | $859K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 17,809 | $842K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 17,732 | $839K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 17,170 | $812K | 0.1% | 2026-Q1 |
| MidAtlantic Capital Management, Inc. added | 17,066 | $807K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 16,399 | $776K | 0.1% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 15,134 | $716K | 0.1% | 2026-Q1 |
| Lodestone Wealth Management LLC added | 13,838 | $655K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 13,821 | $654K | 0.1% | 2026-Q1 |
| Legacy Wealth Managment, LLC/ID added | 13,596 | $643K | 0.1% | 2026-Q1 |
| Interchange Capital Partners, LLC trimmed | 13,600 | $642K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 13,485 | $638K | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC new | 13,409 | $634K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 12,216 | $578K | 0.1% | 2026-Q1 |
| Krilogy Financial LLC | 11,227 | $531K | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 10,591 | $501K | 0.1% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 10,524 | $498K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 10,000 | $473K | 0.1% | 2026-Q1 |
| Shorepoint Capital Partners LLC trimmed | 223,025 | $11M | 1.3% | 2025-Q3 stale |
| Kovitz Investment Group Partners, LLC added | 209,171 | $10M | 1.2% | 2025-Q3 stale |
| Thrivent Financial for Lutherans added | 169,638 | $8M | 1.0% | 2025-Q4 stale |
| Transform Wealth, LLC added | 164,368 | $8M | 1.0% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC added | 144,378 | $7M | 0.9% | 2025-Q4 stale |
| Clear Point Advisors Inc. added | 46,485 | $2M | 0.3% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. added | 36,141 | $2M | 0.2% | 2025-Q1 stale |
| Frederick Financial Consultants, LLC added | 24,671 | $1M | 0.2% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 26,227 | $1M | 0.2% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. added | 25,327 | $1M | 0.1% | 2025-Q2 stale |
| Lowe Wealth Advisors, LLC added | 24,291 | $1M | 0.1% | 2025-Q3 stale |
| JANE STREET GROUP, LLC trimmed | 21,794 | $1M | 0.1% | 2025-Q3 stale |
| TBH Global Asset Management, LLC new | 19,190 | $1M | 0.1% | 2025-Q4 stale |
| AIFG Consultants Ltd. added | 20,096 | $956K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.