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
$3.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.03M- 81.92% |
$52.7M - $58.7M
|
228K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-853K- 62.71% |
$43.6M - $48.6M
|
507K
$28.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-729K- 11.82% |
$37.3M - $41.5M
|
5.43M
$305M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-705K- 75.28% |
$36M - $40.2M
|
231K
$13M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-544K- 14.58% |
$27.8M - $31M
|
3.18M
$179M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-513K- 76.35% |
$26.2M - $29.2M
|
159K
$8.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-452K- 98.12% |
$23.1M - $25.7M
|
8.63K
$484K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-319K- 54.79% |
$16.3M - $18.2M
|
263K
$14.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-318K- 95.98% |
$16.3M - $18.1M
|
13.3K
$746K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-298K- 87.41% |
$15.2M - $17M
|
42.8K
$2.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-292K- 89.84% |
$14.9M - $16.7M
|
33.1K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-245K- 92.48% |
$12.5M - $14M
|
19.9K
$1.12M
|
|
|
Aug 18, 2025
Q2 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-221K- 48.0% |
$11.3M - $12.6M
|
239K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-219K- 99.4% |
$11.2M - $12.5M
|
1.32K
$74.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-205K- 64.8% |
$10.5M - $11.7M
|
112K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-203K- 56.12% |
$10.4M - $11.6M
|
159K
$8.89M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-201K- 48.59% |
$10.3M - $11.5M
|
213K
$11.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 10.69% |
$9.36M - $10.4M
|
1.53M
$85.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-171K- 4.41% |
$8.72M - $9.72M
|
3.69M
$207M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-163K- 39.02% |
$8.35M - $9.31M
|
255K
$14.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-142K- 14.29% |
$7.28M - $8.12M
|
854K
$47.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$13.7M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-117K- 94.8% |
$6M - $6.69M
|
6.44K
$361K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-108K- 79.91% |
$5.54M - $6.17M
|
27.2K
$1.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-104K- 79.77% |
$5.33M - $5.94M
|
26.4K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-97.3K- 70.3% |
$4.98M - $5.55M
|
41.1K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-94.9K- 50.68% |
$4.85M - $5.41M
|
92.4K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.6K- 48.98% |
$4.07M - $4.54M
|
83K
$4.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-74K- 85.83% |
$3.78M - $4.22M
|
12.2K
$685K
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-72.1K- 4.8% |
$3.69M - $4.11M
|
1.43M
$80.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-68.6K- 84.02% |
$3.51M - $3.91M
|
13K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-62.8K- 27.4% |
$3.21M - $3.58M
|
166K
$9.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60.6K- 4.07% |
$3.1M - $3.45M
|
1.43M
$80M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-60.2K- 41.5% |
$3.08M - $3.43M
|
84.9K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-53.3K- 38.9% |
$2.72M - $3.04M
|
83.7K
$4.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-52.3K- 30.64% |
$2.68M - $2.98M
|
118K
$6.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-49.4K- 30.9% |
$2.52M - $2.81M
|
110K
$6.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-48.9K- 2.39% |
$2.5M - $2.79M
|
1.99M
$112M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-47.5K- 98.24% |
$2.43M - $2.71M
|
849
$47.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-45.1K- 34.66% |
$2.31M - $2.57M
|
85K
$4.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-42.9K- 19.28% |
$2.19M - $2.44M
|
179K
$10.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-41.4K- 13.33% |
$2.12M - $2.36M
|
269K
$15.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-40K- 10.62% |
$2.05M - $2.28M
|
337K
$18.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-39.6K- 10.71% |
$2.03M - $2.26M
|
330K
$18.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39K- 21.56% |
$2M - $2.22M
|
142K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-37.9K- 64.8% |
$1.94M - $2.16M
|
20.6K
$1.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-36.8K- 20.59% |
$1.88M - $2.1M
|
142K
$7.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-36.8K- 93.87% |
$1.88M - $2.1M
|
2.4K
$135K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-36.6K- 18.66% |
$1.87M - $2.09M
|
160K
$8.95M
|