Public ownership evidence

JPMorgan Equity Focus ETF (JPEF) Ownership Disclosures

Read JPEF 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 Equity Focus ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
91,930
Value (USD)
$7,384,747
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 0001791965-26-000005
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 JPEF fundamentals

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

Read JPEF 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.

Kingsview Wealth Management, LLC2026-06-302026-08-2091,930$7,384,747None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-208,281$665,237None
WNY Asset Management, LLC2026-06-302026-08-183,443$276,584None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1810,134$813,741None
Equitable Holdings, Inc.2026-06-302026-08-1823,247$1,867,421None
AMERIFLEX GROUP, INC.2026-06-302026-08-15350$28,116None
Modern Wealth Management, LLC2026-06-302026-08-156,302$506,268None
Mutual Advisors, LLC2026-06-302026-08-1535,361$2,840,520None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-15121,565$9,765,341None
Qube Research & Technologies Ltd2026-06-302026-08-156,700$538,212None
OSAIC HOLDINGS, INC.2026-06-302026-08-15438,377$35,217,002None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,573$769,001None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,317$989,427None
Medallion Wealth Advisors, LLC2026-06-302026-08-1520,704$1,475,682None
BROWN ADVISORY INC2026-06-302026-08-154,248$341,243None
National Philanthropic Trust2026-06-302026-08-159,875$793,261None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15552,306$43,478,613None
AMERIPRISE FINANCIAL INC2026-06-302026-08-154,264$342,528None
ROYAL BANK OF CANADA2026-06-302026-08-15236,466$18,995,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-153,137$251,996None
World Investment Advisors2026-06-302026-08-1513,217$949,127None
RESOURCES MANAGEMENT CORP /CT/ /ADV2026-06-302026-08-154,357$349,999None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,503$1,486,349None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,400,939$112,537,744None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15403,838$32,440,370None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-15133,507$10,724,605None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1553,015$4,258,706None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15245,784$19,743,878None
BANK OF AMERICA CORP /DE/2026-06-302026-08-153,253$261,313None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1411,096$891,325None
Snowden Capital Advisors LLC2026-06-302026-08-146,779$544,575None
MORGAN STANLEY2026-06-302026-08-14600,496$48,237,964None
FMR LLC2026-06-302026-08-144,601$369,600None
Regatta Research & Money Management2026-06-302026-08-13181$14,540None
Integrated Wealth Concepts LLC2026-06-302026-08-138,863$711,964None
Cetera Investment Advisers2026-06-302026-08-131,343,883$107,954,429None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1355,314$4,443,373None
BESSEMER GROUP INC2026-06-302026-08-1317,269$1,387,000None
StoneX Group Inc.2026-06-302026-08-132,699$216,811None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,168$93,826None
STIFEL FINANCIAL CORP2026-06-302026-08-1318,499$1,486,031None
JPMORGAN CHASE & CO2026-06-302026-08-1332,134$2,560,723None
JPMORGAN CHASE & CO2026-06-302026-08-133,579$285,207None
JPMORGAN CHASE & CO2026-06-302026-08-133,767$300,188None
JPMORGAN CHASE & CO2026-06-302026-08-1310,058$801,511None
JPMORGAN CHASE & CO2026-06-302026-08-13177,421$14,138,484None
Pasadena Private Wealth, LLC2026-06-302026-08-122,600$208,859None
Evergreen Wealth Partners LLC2026-06-302026-08-1281,434$6,541,597None
MONECO ADVISORS, LLC2026-06-302026-08-12190,357$15,291,421None
Stratos Wealth Partners, LTD.2026-06-302026-08-12360,268$28,940,427None

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

Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗WNY Asset Management, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Modern Wealth Management, LLC ↗Mutual Advisors, LLC ↗MAGNOLIA CAPITAL ADVISORS LLC ↗Qube Research & Technologies Ltd ↗

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.