Who Owns P MORGAN EXCHANGE TRADED (JSCP)? -- Institutional Holders (2026-06-30)
132 institutions reported holding $722.9M of P MORGAN EXCHANGE TRADED (JSCP) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($125.5M), EP Wealth Advisors, LLC ($102.5M), HB Wealth Management, LLC ($31.4M), Roberts Wealth Advisors, LLC ($29.5M), MCF Advisors LLC ($24.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JPMORGAN CHASE & CO | $125.5M | 2.7M | Added |
| 2 | EP Wealth Advisors, LLC | $102.5M | 2.2M | Trimmed |
| 3 | HB Wealth Management, LLC | $31.4M | 666,586 | Trimmed |
| 4 | Roberts Wealth Advisors, LLC | $29.5M | 626,222 | Added |
| 5 | MCF Advisors LLC | $24.2M | 514,151 | Added |
| 6 | CGN Advisors LLC | $21.0M | 445,972 | Added |
| 7 | Apella Capital, LLC | $19.5M | 414,958 | Trimmed |
| 8 | 5th Street Advisors, LLC | $18.7M | 396,649 | Added |
| 9 | Bridgewealth Advisory Group, LLC | $18.3M | 387,797 | Added |
| 10 | HighTower Advisors, LLC | $17.6M | 373,551 | Trimmed |
| 11 | TD Capital Management LLC | $17.6M | 372,471 | Added |
| 12 | Roof Eidam Maycock Peralta, LLC | $16.4M | 347,102 | Trimmed |
| 13 | Integrated Wealth Concepts LLC | $16.3M | 345,066 | Added |
| 14 | SkyOak Wealth, LLC | $14.8M | 313,090 | Added |
| 15 | Hennion & Walsh Asset Management, Inc. | $14.7M | 312,314 | Added |
| 16 | Summit Financial, LLC | $13.9M | 294,935 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $13.1M | 278,885 | Trimmed |
| 18 | Focus Partners Wealth | $12.1M | 256,767 | Added |
| 19 | Global Retirement Partners, LLC | $9.9M | 209,110 | Added |
| 20 | Main Street Financial Solutions, LLC | $8.9M | 189,754 | Added |
| 21 | UBS Group AG | $8.8M | 186,871 | Added |
| 22 | OSAIC HOLDINGS, INC. | $8.2M | 173,527 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 145,674 | Added |
| 24 | Perigon Wealth Management, LLC | $6.5M | 138,292 | Added |
| 25 | Waverly Advisors, LLC | $6.3M | 133,923 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30