Latest Institutional Sells of J P Morgan Exchange Traded Fd (JEPI)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JEPI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-402M- 99.98% |
$20.5B - $22.9B
|
61.3K
$3.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.03M- 81.92% |
$52.7M - $58.7M
|
228K
$13M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-705K- 75.28% |
$36M - $40.2M
|
231K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-452K- 98.12% |
$23.1M - $25.7M
|
8.63K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.79% |
$16.3M - $18.2M
|
263K
$15M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-292K- 89.84% |
$14.9M - $16.7M
|
33.1K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-205K- 64.8% |
$10.5M - $11.7M
|
112K
$6.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201K- 48.59% |
$10.3M - $11.5M
|
213K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 10.69% |
$9.36M - $10.4M
|
1.53M
$87.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$14M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 79.77% |
$5.33M - $5.94M
|
26.4K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-94.9K- 50.68% |
$4.85M - $5.41M
|
92.4K
$5.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.2K- 41.5% |
$3.08M - $3.43M
|
84.9K
$4.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-45.1K- 34.66% |
$2.31M - $2.57M
|
85K
$4.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-41.4K- 13.33% |
$2.12M - $2.36M
|
269K
$15.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.6K- 10.71% |
$2.03M - $2.26M
|
330K
$18.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39K- 21.56% |
$2M - $2.22M
|
142K
$8.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-36.8K- 20.59% |
$1.88M - $2.1M
|
142K
$8.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-36.6K- 77.03% |
$1.87M - $2.09M
|
10.9K
$624K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-36.1KClosed |
$1.84M - $2.06M
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-34.9K- 18.46% |
$1.78M - $1.99M
|
154K
$8.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-34.7K- 10.47% |
$1.78M - $1.98M
|
297K
$17M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-34.4K- 28.91% |
$1.76M - $1.96M
|
84.7K
$4.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-30.2K- 82.42% |
$1.55M - $1.72M
|
6.45K
$368K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-30K- 32.51% |
$1.54M - $1.71M
|
62.3K
$3.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.8K- 4.35% |
$1.22M - $1.36M
|
524K
$30M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-23.4K- 12.48% |
$1.19M - $1.33M
|
164K
$9.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22.3K- 41.15% |
$1.14M - $1.27M
|
31.9K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 62.02% |
$1.06M - $1.18M
|
12.6K
$722K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20.2K- 28.58% |
$1.03M - $1.15M
|
50.4K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17.9K- 75.7% |
$915K - $1.02M
|
5.74K
$328K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-17.7K- 17.04% |
$904K - $1.01M
|
86.1K
$4.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-16.2K- 30.11% |
$826K - $921K
|
37.5K
$2.14M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-16K- 19.16% |
$818K - $912K
|
67.5K
$3.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-15.7K- 23.67% |
$801K - $892K
|
50.5K
$2.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-15.2K- 5.36% |
$775K - $864K
|
268K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15.1K- 9.34% |
$774K - $863K
|
147K
$8.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-13.9K- 26.78% |
$713K - $795K
|
38.1K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-13.3K- 6.83% |
$679K - $756K
|
181K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-12.4K- 36.55% |
$634K - $707K
|
21.5K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-11.8K- 6.94% |
$605K - $675K
|
159K
$9.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-11.7K- 19.87% |
$598K - $666K
|
47.1K
$2.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-9.77K- 90.72% |
$500K - $557K
|
1K
$57.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-9.65K- 25.76% |
$493K - $550K
|
27.8K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-9.1K- 9.98% |
$465K - $519K
|
82.1K
$4.69M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-8.4K- 14.54% |
$429K - $479K
|
49.3K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-8.04K- 55.86% |
$411K - $458K
|
6.35K
$363K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-7.84K- 15.85% |
$401K - $447K
|
41.6K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.27K- 21.7% |
$372K - $414K
|
26.2K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-7.22K- 20.35% |
$369K - $411K
|
28.3K
$1.61M
|