Public ownership evidence

JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE) Ownership Disclosures

Read JMEE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

JPMorgan Small & Mid Cap Enhanced Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MLG Wealth Management DBA Pine Grove Financial Group
Report period
2025-12-31
Available
2026-08-26
Reported shares
51,568
Value (USD)
$3,319,948
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000782
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read JMEE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read JMEE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2651,568$3,319,948None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-2224,689$1,926,485None
Kingsview Wealth Management, LLC2026-06-302026-08-2072,790$5,679,804None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-205,308$414,209None
Ruggaard & Associates LLC2026-06-302026-08-1826,476$2,065,953None
Asset Allocation Strategies LLC2026-06-302026-08-1829,154$2,274,849None
Sequent Planning LLC2026-06-302026-08-156,095$475,630None
Modern Wealth Management, LLC2026-06-302026-08-1581,030$6,322,771None
Schwallier Wealth Management LLC2026-06-302026-08-157,945$619,980None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-156,879$536,762None
American Trust2026-06-302026-08-1553,695$4,189,788None
Western Wealth Management, LLC2026-06-302026-08-1511,374$887,507None
IFG Advisory, LLC2026-06-302026-08-1528,071$2,190,346None
OSAIC HOLDINGS, INC.2026-06-302026-08-15393$30,666None
OSAIC HOLDINGS, INC.2026-06-302026-08-1521,269$1,659,642None
OSAIC HOLDINGS, INC.2026-06-302026-08-15441,725$34,474,792None
JANE STREET GROUP, LLC2026-06-302026-08-153,038$237,055None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1540,052$3,125,258None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1575$5,852None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1557$4,448None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1580$6,246None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1531$2,386None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510$780None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15319$24,892None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1552$4,058None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1554$4,214None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1577$6,008None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1531$2,386None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1511$875None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15115$8,973None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1570$5,462None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1556$4,369None
&PARTNERS2026-06-302026-08-155,722$444,152None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15172$13,421None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15618,306$47,807,416None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1540,086$3,127,911None
Ausdal Financial Partners, Inc.2026-06-302026-08-153,986$311,004None
MAI Capital Management2026-06-302026-08-153,942$307,613None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1545,519$3,551,861None
American Trust Investment Advisors, LLC2026-06-302026-08-156,640$518,119None
ROYAL BANK OF CANADA2026-06-302026-08-152,172$169,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,008$157,000None
ROYAL BANK OF CANADA2026-06-302026-08-15186,098$14,521,000None
Larson Financial Group LLC2026-06-302026-08-1557$4,448None
World Investment Advisors2026-06-302026-08-154,311$287,846None
NATIXIS ADVISORS, LLC2026-06-302026-08-1564,586$5,039,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-158,500$663,255None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1541,917$3,270,784None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15186,517$14,553,941None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15269,122$20,999,556None

90-day public filing window, up to 50 source positions.

MLG Wealth Management DBA Pine Grove Financial Group ↗WEST MICHIGAN ADVISORS, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ruggaard & Associates LLC ↗Asset Allocation Strategies LLC ↗Sequent Planning LLC ↗Modern Wealth Management, LLC ↗Schwallier Wealth Management LLC ↗EARNED WEALTH ADVISORS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.