JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF - Institutional Ownership - Sellers

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

Upgradeto unlock premium data.

File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-07-24 13F IFP Advisors, Inc 70,280 -20.27 4,929 -12.15
2025-07-15 13F Cora Capital Advisors Llc 6,024 -51.10 423 -46.17
2025-08-12 13F Eldridge Investment Advisors, Inc. 0 -100.00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-04-18 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-08-08 13F/A Ignite Planners, LLC 24,014 -2.52 1,698 8.16
2025-07-28 13F Harbour Investments, Inc. 4,021 -13.10 282 -4.08
2025-08-01 13F Envestnet Asset Management Inc 291,588 -22.90 20,452 -15.05
2025-07-25 13F Lodestar Private Asset Management Llc 4,596 -42.38 322 -36.49
2025-04-14 13F Strategic Wealth Designers 0 -100.00 0 -100.00
2025-08-14 13F Empire Life Investments Inc. 84,300 -30.63 5,913 -23.58
2025-08-14 13F UBS Group AG 1,189 -18.45 83 -9.78
2025-05-15 13F MAI Capital Management 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 0 -100.00 0
2025-05-08 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-08-14 13F Mariner, LLC 4,157 -2.39 292 7.38
2025-07-23 13F Kingswood Wealth Advisors, Llc 4,747 -28.15 333 -20.95
2025-08-14 13F Jane Street Group, Llc 9,373 -68.22 657 -65.00
2025-08-14 13F Snowden Capital Advisors LLC 6,943 -16.77 487 -8.29
2025-04-21 13F Institute for Wealth Management, LLC. 0 -100.00 0
2025-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-05-02 13F Sigma Planning Corp 0 -100.00 0
2025-07-24 13F Blair William & Co/il 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 169,821 -1.24 11,911 8.82
2025-05-15 13F Old Mission Capital Llc 0 -100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 36,008 -13.06 3 0.00
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-25 13F Cwm, Llc 3,132 -20.00 0
2025-08-04 13F WNY Asset Management, LLC 6,079 -1.68 426 8.40
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-28 13F SFG Wealth Management, LLC. 0 -100.00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 69,335 -16.37 4,863 -7.85
2025-08-08 13F Thoroughbred Financial Services, Llc 39,719 -21.02 3 -33.33
2025-07-17 13F Fifth Third Securities, Inc. 71,067 -18.36 4,985 -10.05
2025-08-14 13F Royal Bank Of Canada 163,896 -3.26 11,495 6.57
2025-08-12 13F CIBC Private Wealth Group, LLC 0 -100.00 0
2025-08-14 13F Vienna Asset Management LLC 5,222 -91.30 366 -90.42
2025-08-15 13F Equitable Holdings, Inc. 40,273 -8.57 2,825 0.75
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-08 13F Good Life Advisors, LLC 34,844 -26.92 2,444 -19.51
2025-08-12 13F Global Retirement Partners, LLC 1,046 -6.86 73 -2.67
2025-07-18 13F Truist Financial Corp 61,921 -3.98 4,343 5.80
2025-08-04 13F Hantz Financial Services, Inc. 0 -100.00 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista