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Institutional Ownership · SEC Form 13F

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.

122
Institutional holders
15,987,678
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added2,572,589$121M15.1%2026-Q1
EP Wealth Advisors, LLC added2,219,401$105M13.1%2026-Q1
CWM, LLC added927,435$44M5.5%2026-Q1
HB Wealth Management, LLC trimmed752,086$36M4.4%2026-Q1
Roberts Wealth Advisors, LLC added587,373$28M3.5%2026-Q1
MCF Advisors LLC new509,014$24M3.0%2026-Q1
Apella Capital, LLC trimmed430,656$20M2.5%2026-Q1
HighTower Advisors, LLC added387,189$18M2.3%2026-Q1
CGN Advisors LLC added386,739$18M2.3%2026-Q1
5th Street Advisors, LLC added385,613$18M2.3%2026-Q1
Bridgewealth Advisory Group, LLC added372,489$18M2.2%2026-Q1
Roof Eidam Maycock Peralta, LLC added347,811$16M2.0%2026-Q1
OSAIC HOLDINGS, INC. added336,244$16M2.0%2026-Q1
Integrated Wealth Concepts LLC added330,619$16M1.9%2026-Q1
TD Capital Management LLC added321,942$15M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added298,197$14M1.8%2026-Q1
SkyOak Wealth, LLC added291,446$14M1.7%2026-Q1
Hennion & Walsh Asset Management, Inc. trimmed279,897$13M1.6%2026-Q1
Summit Financial, LLC new279,158$13M1.6%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC added277,982$13M1.6%2026-Q1
Focus Partners Wealth added255,417$12M1.5%2026-Q1
Allworth Financial LP added248,537$12M1.5%2026-Q1
UBS Group AG added183,567$9M1.1%2026-Q1
Waverly Advisors, LLC trimmed140,150$7M0.8%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed127,724$6M0.8%2026-Q1
Perigon Wealth Management, LLC added124,446$6M0.7%2026-Q1
Boyce & Associates Wealth Consulting, Inc. new119,361$6M0.7%2026-Q1
MAI Capital Management added115,995$5M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added112,435$5M0.7%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added109,680$5M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added108,271$5M0.6%2026-Q1
Legacy Edge Advisors, LLC added102,068$5M0.6%2026-Q1
NOESIS CAPITAL MANGEMENT CORP trimmed98,352$5M0.6%2026-Q1
BELLEVUE ASSET MANAGEMENT, LLC added94,396$4M0.6%2026-Q1
Milestone Investment Advisors LLC trimmed90,443$4M0.5%2026-Q1
21 West Wealth Management LLC added85,146$4M0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed74,755$4M0.4%2026-Q1
New Insight Wealth Advisors added74,646$4M0.4%2026-Q1
HARBOUR INVESTMENT MANAGEMENT LLC added70,850$3M0.4%2026-Q1
Tradition Wealth Management, LLC trimmed56,257$3M0.3%2026-Q1
PROMETHIUM ADVISORS,LLC added53,065$3M0.3%2026-Q1
Wealthspire Advisors, LLC trimmed51,790$2M0.3%2026-Q1
Heritage Wealth Management, Inc. added50,915$2M0.3%2026-Q1
Clear Creek Financial Management, LLC trimmed45,184$2M0.3%2026-Q1
Merit Financial Group, LLC trimmed41,768$2M0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed35,774$2M0.2%2026-Q1
Farther Finance Advisors, LLC added35,849$2M0.2%2026-Q1
FAGAN ASSOCIATES, INC. added35,200$2M0.2%2026-Q1
Visionary Wealth Advisors trimmed33,968$2M0.2%2026-Q1
BBR PARTNERS, LLC trimmed32,962$2M0.2%2026-Q1
Blueprint Investment Partners LLC new31,802$2M0.2%2026-Q1
Blueprint Financial Advisors LLC new31,802$2M0.2%2026-Q1
Sanctuary Advisors, LLC added30,354$1M0.2%2026-Q1
D.A. DAVIDSON & CO. trimmed30,100$1M0.2%2026-Q1
LPL Financial LLC added29,623$1M0.2%2026-Q1
BEAM WEALTH ADVISORS, INC. added29,275$1M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added28,852$1M0.2%2026-Q1
STIFEL FINANCIAL CORP added25,820$1M0.2%2026-Q1
Diversified Portfolios, Inc. new23,842$1M0.1%2026-Q1
Southeast Asset Advisors, LLC added23,262$1M0.1%2026-Q1
USAdvisors Wealth Management, LLC trimmed23,162$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed22,805$1M0.1%2026-Q1
FLOW TRADERS U.S. LLC added22,579$1M0.1%2026-Q1
LODESTAR PRIVATE ASSET MANAGEMENT LLC added22,489$1M0.1%2026-Q1
Capstone Wealth Management, Inc. added21,195$999K0.1%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added21,093$998K0.1%2026-Q1
Ameritas Advisory Services, LLC added20,925$990K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added18,246$863K0.1%2026-Q1
NATIXIS ADVISORS, LLC added18,170$859K0.1%2026-Q1
Cetera Investment Advisers added17,809$842K0.1%2026-Q1
LexAurum Advisors, LLC trimmed17,732$839K0.1%2026-Q1
OLD MISSION CAPITAL LLC trimmed17,170$812K0.1%2026-Q1
MidAtlantic Capital Management, Inc. added17,066$807K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed16,399$776K0.1%2026-Q1
GeoWealth Management, LLC trimmed15,134$716K0.1%2026-Q1
Lodestone Wealth Management LLC added13,838$655K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added13,821$654K0.1%2026-Q1
Legacy Wealth Managment, LLC/ID added13,596$643K0.1%2026-Q1
Interchange Capital Partners, LLC trimmed13,600$642K0.1%2026-Q1
Kestra Advisory Services, LLC added13,485$638K0.1%2026-Q1
CRA Financial Services, LLC new13,409$634K0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed12,216$578K0.1%2026-Q1
Krilogy Financial LLC11,227$531K0.1%2026-Q1
Professional Financial Advisors, LLC added10,591$501K0.1%2026-Q1
BLUEDOOR PRIVATE WEALTH, LLC added10,524$498K0.1%2026-Q1
OPPENHEIMER & CO INC new10,000$473K0.1%2026-Q1
Shorepoint Capital Partners LLC trimmed223,025$11M1.3%2025-Q3 stale
Kovitz Investment Group Partners, LLC added209,171$10M1.2%2025-Q3 stale
Thrivent Financial for Lutherans added169,638$8M1.0%2025-Q4 stale
Transform Wealth, LLC added164,368$8M1.0%2025-Q1 stale
Main Street Financial Solutions, LLC added144,378$7M0.9%2025-Q4 stale
Clear Point Advisors Inc. added46,485$2M0.3%2025-Q4 stale
Ausdal Financial Partners, Inc. added36,141$2M0.2%2025-Q1 stale
Frederick Financial Consultants, LLC added24,671$1M0.2%2025-Q3 stale
Global Retirement Partners, LLC trimmed26,227$1M0.2%2025-Q4 stale
FAS Wealth Partners, Inc. added25,327$1M0.1%2025-Q2 stale
Lowe Wealth Advisors, LLC added24,291$1M0.1%2025-Q3 stale
JANE STREET GROUP, LLC trimmed21,794$1M0.1%2025-Q3 stale
TBH Global Asset Management, LLC new19,190$1M0.1%2025-Q4 stale
AIFG Consultants Ltd. added20,096$956K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership