JSCP — Institutional owners (13F)

129 filers · $780.0M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
JPMORGAN CHASE & CO $125,474,691 2,659,489 16.09% Shares
EP Wealth Advisors, LLC $102,474,723 2,173,607 13.14% Shares
CWM, LLC $43,867,682 927,435 5.62% Shares
HB Wealth Management, LLC $31,426,213 666,586 4.03% Shares
Roberts Wealth Advisors, LLC $29,523,240 626,222 3.79% Shares
MCF Advisors LLC $24,239,642 514,151 3.11% Shares
CGN Advisors LLC $21,025,371 445,972 2.70% Shares
Apella Capital, LLC $19,473,973 414,958 2.50% Shares
5th Street Advisors, LLC $18,700,041 396,649 2.40% Shares
Bridgewealth Advisory Group, LLC $18,282,690 387,797 2.34% Shares
HighTower Advisors, LLC $17,611,042 373,551 2.26% Shares
TD Capital Management LLC $17,560,135 372,471 2.25% Shares
Roof Eidam Maycock Peralta, LLC $16,364,121 347,102 2.10% Shares
Integrated Wealth Concepts LLC $16,192,706 343,466 2.08% Shares
SkyOak Wealth, LLC $14,760,629 313,090 1.89% Shares
Summit Financial, LLC $13,904,719 294,935 1.78% Shares
Krasney Financial LLC $13,148,536 277,982 1.69% Shares
RAYMOND JAMES FINANCIAL INC $13,148,011 278,885 1.69% Shares
Focus Partners Wealth $12,105,282 256,767 1.55% Shares
Shorepoint Capital Partners LLC $10,618,220 223,025 1.36% Shares
Global Retirement Partners, LLC $9,858,509 209,110 1.26% Shares
Main Street Financial Solutions, LLC $8,945,956 189,754 1.15% Shares
UBS Group AG $8,810,033 186,871 1.13% Shares
OSAIC HOLDINGS, INC. $8,182,382 173,527 1.05% Shares
Carnick & Kubik Group, LLC $7,759,814 164,368 0.99% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $6,832,839 145,674 0.88% Shares
Perigon Wealth Management, LLC $6,519,797 138,292 0.84% Shares
Waverly Advisors, LLC $6,313,797 133,923 0.81% Shares
MAI Capital Management $6,278,138 133,167 0.80% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,032,210 127,950 0.77% Shares
Boyce & Associates Wealth Consulting, Inc. $5,773,286 122,458 0.74% Shares
JONES FINANCIAL COMPANIES LLLP $5,664,302 120,108 0.73% Shares
Legacy Edge Advisors, LLC $5,621,004 119,228 0.72% Shares
New Insight Wealth Advisors $4,889,609 103,714 0.63% Shares
CARY STREET PARTNERS FINANCIAL LLC $4,851,127 102,898 0.62% Shares
NOESIS CAPITAL MANGEMENT CORP $4,842,499 102,715 0.62% Shares
LPL Financial LLC $4,590,811 97,376 0.59% Shares
Milestone Investment Advisors LLC $4,373,535 92,768 0.56% Shares
BELLEVUE ASSET MANAGEMENT, LLC $3,927,039 83,297 0.50% Shares
21 West Wealth Management LLC $3,620,453 76,794 0.46% Shares
CAPTRUST FINANCIAL ADVISORS $3,521,084 74,686 0.45% Shares
HARBOUR INVESTMENT MANAGEMENT LLC $3,387,840 71,860 0.43% Shares
Wealthspire Advisors, LLC $3,128,841 66,366 0.40% Shares
STIFEL FINANCIAL CORP $3,093,843 65,624 0.40% Shares
PROMETHIUM ADVISORS,LLC $2,699,758 57,265 0.35% Shares
Tradition Wealth Management, LLC $2,575,812 54,636 0.33% Shares
Heritage Wealth Management, Inc. $2,483,881 52,686 0.32% Shares
Clear Creek Financial Management, LLC $2,397,889 50,862 0.31% Shares
Farther Finance Advisors, LLC $1,911,683 40,549 0.25% Shares
Ameritas Advisory Services, LLC $1,862,936 39,515 0.24% Shares
FAGAN ASSOCIATES, INC. $1,826,869 38,750 0.23% Shares
LexAurum Advisors, LLC $1,783,213 37,824 0.23% Shares
Clear Point Advisors Inc. $1,746,260 37,040 0.22% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $1,668,655 35,391 0.21% Shares
BBR PARTNERS, LLC $1,553,993 32,962 0.20% Shares
Blueprint Investment Partners LLC $1,500,013 31,817 0.19% Shares
Blueprint Financial Advisors LLC $1,500,013 31,817 0.19% Shares
Diversified Portfolios, Inc. $1,473,187 31,248 0.19% Shares
Kingsview Wealth Management, LLC $1,469,793 31,176 0.19% Shares
D.A. DAVIDSON & CO. $1,415,057 30,015 0.18% Shares
Sanctuary Advisors, LLC $1,412,303 29,957 0.18% Shares
Cetera Investment Advisers $1,386,078 29,401 0.18% Shares
MCCARTER PRIVATE WEALTH SERVICES LLC $1,352,826 28,695 0.17% Shares
MML INVESTORS SERVICES, LLC $1,332,219 28,258 0.17% Shares
BEAM WEALTH ADVISORS, INC. $1,274,170 27,027 0.16% Shares
Lowe fs, LLC $1,156,495 24,291 0.15% Shares
Southeast Asset Advisors, LLC $1,105,642 23,452 0.14% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,096,876 23,266 0.14% Shares
Legacy Wealth Managment, LLC/ID $1,090,936 23,140 0.14% Shares
LODESTAR PRIVATE ASSET MANAGEMENT LLC $1,054,268 22,362 0.14% Shares
Avidian Wealth Enterprises, LLC $1,008,854 21,399 0.13% Shares
Capstone Wealth Management, Inc. $1,006,096 21,431 0.13% Shares
AIFG Consultants Ltd. $955,709 20,096 0.12% Shares
ENVESTNET ASSET MANAGEMENT INC $840,422 17,826 0.11% Shares
CRA Financial Services, LLC $831,232 17,631 0.11% Shares
Peck Wealth Management, LLC $771,365 16,362 0.10% Shares
Interchange Capital Partners, LLC $758,611 16,091 0.10% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $745,887 15,821 0.10% Shares
MidAtlantic Capital Management, Inc. $691,005 14,657 0.09% Shares
GeoWealth Management, LLC $667,516 14,159 0.09% Shares
Lodestone Wealth Management LLC $658,922 13,977 0.08% Shares
Kestra Advisory Services, LLC $648,467 13,755 0.08% Shares
Merit Financial Group, LLC $622,736 13,209 0.08% Shares
Tempus Wealth Planning, LLC $622,408 13,202 0.08% Shares
CITADEL ADVISORS LLC $582,806 12,362 0.07% Shares
Krilogy Financial LLC $529,297 11,227 0.07% Shares
Professional Financial Advisors, LLC $504,169 10,694 0.06% Shares
OPPENHEIMER & CO INC $471,450 10,000 0.06% Shares
INVENIO WEALTH PARTNERS LLC $470,413 9,978 0.06% Shares
Vawter Financial, Ltd. $441,466 9,364 0.06% Shares
MAGNOLIA CAPITAL ADVISORS LLC $423,854 8,990 0.05% Shares
BCGM Wealth Management, LLC $412,402 8,748 0.05% Shares
Flagship Capital Management Inc. $406,390 8,620 0.05% Shares
BLUEDOOR PRIVATE WEALTH, LLC $394,132 8,360 0.05% Shares
&PARTNERS $388,284 8,236 0.05% Shares
Leo Wealth, LLC $357,159 7,551 0.05% Shares
Summit Wealth Partners, LLC $355,473 7,540 0.05% Shares
PNC Financial Services Group, Inc. $315,606 6,694 0.04% Shares
Legacy Investment Solutions, LLC $294,366 6,205 0.04% Shares
BENJAMIN EDWARDS INC $294,040 6,237 0.04% Shares
Concurrent Investment Advisors, LLC $280,658 5,953 0.04% Shares
Wealth Dimensions Group, Ltd. $280,371 5,947 0.04% Shares
Visionary Wealth Advisors $258,543 5,484 0.03% Shares
Whitegate Investment Counselors, Inc. $258,521 5,484 0.03% Shares
Prospera Financial Services Inc $253,167 5,370 0.03% Shares
Beaumont Financial Advisors, LLC $236,072 5,007 0.03% Shares
Barnes Wealth Management Group, Inc $218,093 4,626 0.03% Shares
Gradient Capital Advisors, LLC $211,115 4,478 0.03% Shares
MERCER GLOBAL ADVISORS INC /ADV $210,502 4,465 0.03% Shares
IMA Advisory Services, Inc. $202,241 4,290 0.03% Shares
Salomon & Ludwin, LLC $171,493 3,655 0.02% Shares
Geneos Wealth Management Inc. $160,310 3,400 0.02% Shares
Bank of New Hampshire $144,971 3,075 0.02% Shares
Cedar Mountain Advisors, LLC $138,559 2,939 0.02% Shares
MORGAN STANLEY $136,790 2,901 0.02% Shares
HFM Investment Advisors, LLC $112,253 2,381 0.01% Shares
WELLS FARGO & COMPANY/MN $107,019 2,270 0.01% Shares
IFG Advisory, LLC $100,419 2,130 0.01% Shares
ROYAL BANK OF CANADA $59,000 1,250 0.01% Shares
Trust Co $54,726 1,157 0.01% Shares
Colonial Trust Advisors $33,049 701 0.00% Shares
AMERIFLEX GROUP, INC. $20,602 437 0.00% Shares
NewEdge Advisors, LLC $10,136 215 0.00% Shares
Wilkerson Advisory Group LLC $9,523 202 0.00% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $3,958 84 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,167 24,749 0.00% Shares
USAdvisors Wealth Management, LLC $1,068 22,674 0.00% Shares
NATIXIS ADVISORS, LLC $972 20,629 0.00% Shares
MOSAIC FINANCIAL GROUP, LLC $250 5,313 0.00% Shares