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Funds Holding JSCP

On this page, we present all of the funds holding JSCP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JSCP, with a link to that fund's top holdings. The next columns indicate the amount of JSCP stock held by each of the funds holding JSCP, followed by the JSCP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 52 funds holding JSCP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by WMS Partners LLC. For more details on the positions held by WMS Partners LLC (or by any of the other funds holding JSCP), click the fund name in the "Holder" column of the funds-holding-JSCP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
WMS Partners LLC887,924$41,332 12/31/2023
     JSCP887,924$41,332 12/31/2023
EP Wealth Advisors LLC879,237$40,928 12/31/2023
     JSCP879,237$40,928 12/31/2023
5th Street Advisors LLC379,843$17,681 12/31/2023
     JSCP379,843$17,681 12/31/2023
Roof Eidam & Maycock ADV348,952$16,243 12/31/2023
     JSCP348,952$16,243 12/31/2023
HighTower Advisors LLC318,935$14,838 12/31/2023
     JSCP318,935$14,838 12/31/2023
Tradition Wealth Management LLC252,899$11,772 12/31/2023
     JSCP252,899$11,772 12/31/2023
Advisor Group Holdings Inc.206,472$9,611 12/31/2023
     JSCP206,472$9,611 12/31/2023
Bridgewealth Advisory Group LLC169,454$7,885 03/31/2024
     JSCP169,454$7,885 03/31/2024
Jane Street Group LLC169,229$7,877 12/31/2023
     JSCP169,229$7,877 12/31/2023
Stifel Financial Corp123,822$5,764 12/31/2023
     JSCP123,822$5,764 12/31/2023
Transform Wealth LLC107,617$5,007 03/31/2024
     JSCP107,617$5,007 03/31/2024
Thrivent Financial for Lutherans93,274$4,342 12/31/2023
     JSCP93,274$4,342 12/31/2023
Citadel Advisors LLC78,502$3,654 12/31/2023
     JSCP78,502$3,654 12/31/2023
StrategIQ Financial Group LLC78,188$3,640 12/31/2023
     JSCP78,188$3,640 12/31/2023
Noesis Capital Mangement Corp73,250$3,410 12/31/2023
     JSCP73,250$3,410 12/31/2023
Platform Technology Partners69,670$3,229 12/31/2023
     JSCP69,670$3,229 12/31/2023
Norway Savings Bank67,939$3,161 03/31/2024
     JSCP67,939$3,161 03/31/2024
Commonwealth Equity Services LLC61,110$2,845 12/31/2023
     JSCP61,110$2,845 12/31/2023
CWM LLC55,095$2,564 03/31/2024
     JSCP55,095$2,564 03/31/2024
D.A. Davidson & CO.44,075$2,052 12/31/2023
     JSCP44,075$2,052 12/31/2023
Ameritas Advisory Services LLC32,794$1,527 12/31/2023
     JSCP32,794$1,527 12/31/2023
Milestone Investment Advisors LLC30,147$1,403 12/31/2023
     JSCP30,147$1,403 12/31/2023
BEAM Asset Management LLC29,863$1,390 12/31/2023
     JSCP29,863$1,390 12/31/2023
SkyOak Wealth LLC28,901$1,345 12/31/2023
     JSCP28,901$1,345 12/31/2023
Scissortail Wealth Management LLC27,924$1,302 12/31/2023
     JSCP27,924$1,302 12/31/2023
Ausdal Financial Partners Inc.26,982$1,255 03/31/2024
     JSCP26,982$1,255 03/31/2024
Lowe Wealth Advisors LLC26,315$1,224 03/31/2024
     JSCP26,315$1,224 03/31/2024
Tortoise Investment Management LLC25,185$1,172 12/31/2023
     JSCP25,185$1,172 12/31/2023
First Ascent Asset Management LLC24,920$1,160 12/31/2023
     JSCP24,920$1,160 12/31/2023
UBS Group AG24,288$1,131 12/31/2023
     JSCP24,288$1,131 12/31/2023
OLD Mission Capital LLC24,115$1,123 12/31/2023
     JSCP24,115$1,123 12/31/2023
Financial Advisory Service Inc.23,580$1,098 12/31/2023
     JSCP23,580$1,098 12/31/2023
Lodestone Wealth Management LLC21,563$1,004 12/31/2023
     JSCP21,563$1,004 12/31/2023
LexAurum Advisors LLC16,122$750 03/31/2024
     JSCP16,122$750 03/31/2024
Lodestar Private Asset Management LLC15,372$716 12/31/2023
     JSCP15,372$716 12/31/2023
Cambridge Investment Research Advisors Inc.12,781$595 12/31/2023
     JSCP12,781$595 12/31/2023
Envestnet Asset Management Inc.11,127$518 12/31/2023
     JSCP11,127$518 12/31/2023
Patriot Financial Group Insurance Agency LLC7,878$367 12/31/2023
     JSCP7,878$367 12/31/2023
MML Investors Services LLC7,605$354 12/31/2023
     JSCP7,605$354 12/31/2023
USAdvisors Wealth Management LLC7,299$339 12/31/2023
     JSCP7,299$339 12/31/2023
Sargent Investment Group LLC7,265$338 12/31/2023
     JSCP7,265$338 12/31/2023
Vawter Financial Ltd.6,300$293 12/31/2023
     JSCP6,300$293 12/31/2023
GWM Advisors LLC4,953$230 12/31/2023
     JSCP4,953$230 12/31/2023
Park Place Capital Corp3,785$176 03/31/2024
     JSCP3,785$176 03/31/2024
Geneos Wealth Management Inc.3,000$140 12/31/2023
     JSCP3,000$140 12/31/2023
Atlantic Trust LLC1,288$60 12/31/2023
     JSCP1,288$60 12/31/2023
Global Retirement Partners LLC594$28 12/31/2023
     JSCP594$28 12/31/2023
Advisory Services Network LLC500$23 12/31/2023
     JSCP500$23 12/31/2023
Colonial Trust Advisors238$11 12/31/2023
     JSCP238$11 12/31/2023
JPMorgan Chase & Co.214$10 12/31/2023
     JSCP214$10 12/31/2023
Proequities Inc.0$0 12/31/2023
     JSCP0$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     JSCP1$0 12/31/2023
Parkside Financial Bank & Trust0$0 12/31/2023
     JSCP0$0 12/31/2023

See Summary: Institutional Holders of JSCP
See Details: Top 10 Hedge Funds Holding JSCP
Also See: JSCP Holdings Changes

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