Stock
JSCP
| Ownership Count: | 138 |
| Ownership Count: | 138 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| EP Wealth Advisors, LLC | 0.48% |
Added 6.67%
|
1,229,803 | $57,345,000.0 |
| JPMORGAN CHASE & CO | 0.01% |
No Change
|
1,138,325 | $53,080,000.0 |
| WMS Partners, LLC | 2.79% |
Added 6.98%
|
1,057,969 | $49,333,000.0 |
| Legacy Wealth Management, Inc | 4.48% |
Reduced 10.86%
|
1,024,244 | $46,807,000.0 |
| 5th Street Advisors, LLC | 10.04% |
Added 2.78%
|
411,836 | $19,203,000.0 |
| Hennion & Walsh Asset Management, Inc. | 1.04% |
Reduced 3.38%
|
360,714 | $16,755,000.0 |
| ROOF EIDAM & MAYCOCK/ADV | 3.71% |
Reduced 6.98%
|
308,357 | $14,378,000.0 |
| Bridgewealth Advisory Group, LLC | 4.34% |
Added 12.27%
|
298,047 | $13,939,000.0 |
| HighTower Advisors, LLC | 0.02% |
Reduced 4.06%
|
288,237 | $13,440,000.0 |
| Shorepoint Capital Partners LLC | 2.72% |
Added 2.85%
|
199,449 | $9,300,000.0 |
| SkyOak Wealth, LLC | 1.95% |
Added 48.67%
|
194,566 | $9,072,000.0 |
| CWM, LLC | 0.03% |
Added 13.27%
|
173,645 | $8,097,000.0 |
| Beacon Harbor Wealth Advisors, Inc. | 2.33% |
No Change
|
150,090 | $6,859,000.0 |
| Thrivent Financial for Lutherans | 0.02% |
Added 6.13%
|
148,214 | $6,911,000.0 |
| Waverly Advisors, LLC | 0.1% |
Added 4.48%
|
140,030 | $6,529,000.0 |