Signals

← Signals

☆JSCP

143 in-universe funds with a nonzero position in JSCP within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1588
Score / z0.009 / -0.01
Consensus49.23 over 88 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 105.0 0.5% 2 -0.0 pp +0.5 pp -0.1 pp +0.5 pp
☆CWM, LLC CIK 0001535847 0.788 5645 43.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 35.6 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
☆Roberts Wealth Advisors, LLC CIK 0001885319 0.460 111 27.8 7.1% 4 +0.9 pp +2.3 pp +3.4 pp +7.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 24.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 20.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 18.3 1.4% 4 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆5th Street Advisors, LLC CIK 0001911026 0.599 54 18.2 7.9% 4 -0.3 pp -0.8 pp -0.9 pp +7.9 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 17.6 3.7% 4 -0.1 pp +0.3 pp +0.1 pp +3.7 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 16.5 3.8% 4 +0.1 pp +0.0 pp +0.2 pp +3.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 15.6 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 15.2 1.4% 4 +0.2 pp +0.4 pp +0.8 pp +1.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 13.8 2.5% 4 +0.2 pp +0.3 pp +0.4 pp +2.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 13.2 0.4% 4 -0.2 pp -0.2 pp -0.3 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 13.1 1.5% 4 +0.1 pp +0.1 pp +1.4 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 11.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 8.8 0.6% 4 +0.1 pp +0.3 pp +0.5 pp +0.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 6.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 5.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 5.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 4.8 0.5% 4 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 4.7 0.7% 4 +0.0 pp +0.2 pp +0.2 pp +0.7 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 4.5 2.2% 4 +0.8 pp +0.2 pp +0.3 pp +2.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.3 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 4.0 3.7% 3 +0.8 pp +0.8 pp +3.7 pp +3.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 3.5 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 3.4 1.8% 2 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
☆Curry Webb Wealth Management LLC CIK 2060114 0.602 67 2.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆PROMETHIUM ADVISORS,LLC CIK 0002034073 0.230 122 2.5 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 2.4 1.2% 4 +0.5 pp +0.6 pp +0.5 pp +1.2 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 4 -0.2 pp -0.3 pp -0.4 pp +0.1 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆USAdvisors Wealth Management, LLC CIK 0001735605 0.275 144 1.1 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capstone Wealth Management, Inc. CIK 0002112205 0.669 48 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 1.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.8 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.6 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.6 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.6 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 0.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Vawter Financial, Ltd. CIK 0001974403 0.509 131 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 0.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.4 0.1% 4 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Dimensions Group, Ltd. CIK 0001846462 0.695 178 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Flagship Capital Management Inc. CIK 0002106796 0.474 50 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOSAIC FINANCIAL GROUP, LLC CIK 0002011050 0.302 134 0.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.395 383 0.2 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Gradient Capital Advisors, LLC CIK 0001727917 0.443 179 0.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 -1.7 pp -1.4 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
☆Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆Frederick Financial Consultants, LLC CIK 0002055328 0.509 121 0.0 0.0% 0 +0.0 pp -0.8 pp -0.7 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 -1.6 pp -1.5 pp -1.6 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JSCP). Qtrs Held counts distinct quarters this fund has actually held JSCP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JSCP position size. Δ columns are the percentage-point change in JSCP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status