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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.17M- 38.93% |
$64.3M - $69.6M
|
1.84M
$112M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.02M- 97.3% |
$56.1M - $60.8M
|
28.3K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-752K- 10.58% |
$41.3M - $44.7M
|
6.35M
$386M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-665K- 82.55% |
$36.6M - $39.6M
|
141K
$8.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-660K- 39.34% |
$36.3M - $39.2M
|
1.02M
$61.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-515K- 79.06% |
$28.3M - $30.6M
|
136K
$8.29M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-498K- 73.34% |
$27.4M - $29.7M
|
181K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-339K- 8.09% |
$18.6M - $20.2M
|
3.85M
$234M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333K- 13.76% |
$18.3M - $19.8M
|
2.09M
$127M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-316K- 34.21% |
$17.4M - $18.8M
|
608K
$37M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-287K- 98.28% |
$15.8M - $17.1M
|
5.03K
$306K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-229K- 13.97% |
$12.6M - $13.6M
|
1.41M
$85.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-218K- 13.07% |
$12M - $13M
|
1.45M
$88.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-191K- 12.26% |
$10.5M - $11.4M
|
1.37M
$83.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-174K- 39.31% |
$9.57M - $10.4M
|
269K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-153K- 1.21% |
$8.39M - $9.08M
|
12.5M
$761M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-150K- 37.87% |
$8.23M - $8.9M
|
246K
$14.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-149K- 94.58% |
$8.2M - $8.88M
|
8.54K
$520K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-149K- 99.96% |
$8.18M - $8.85M
|
56
$3.41K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 37.18% |
$7.6M - $8.23M
|
234K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-116K- 14.09% |
$6.37M - $6.89M
|
706K
$42.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-108K- 11.28% |
$5.92M - $6.41M
|
846K
$51.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-106K- 13.62% |
$5.81M - $6.28M
|
670K
$40.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-99.3K- 36.22% |
$5.46M - $5.91M
|
175K
$10.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85.6K- 20.21% |
$4.7M - $5.09M
|
338K
$20.5M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80K- 21.41% |
$4.4M - $4.76M
|
293K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-78K- 56.77% |
$4.29M - $4.64M
|
59.4K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-72.2K- 47.07% |
$3.97M - $4.3M
|
81.2K
$4.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.2K- 81.03% |
$3.53M - $3.82M
|
15K
$915K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-62.2K- 99.73% |
$3.42M - $3.7M
|
171
$10.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61.9K- 88.71% |
$3.4M - $3.68M
|
7.87K
$479K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56K- 18.39% |
$3.08M - $3.33M
|
248K
$15.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-51.1K- 23.62% |
$2.81M - $3.04M
|
165K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.9K- 20.05% |
$2.69M - $2.91M
|
195K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-44K- 82.58% |
$2.42M - $2.62M
|
9.28K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-41.9K- 12.22% |
$2.3M - $2.49M
|
301K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 23.47% |
$2.3M - $2.49M
|
137K
$8.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41.7K- 17.56% |
$2.29M - $2.48M
|
196K
$11.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-40.3K- 42.1% |
$2.22M - $2.4M
|
55.4K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-36.7K- 14.09% |
$2.02M - $2.18M
|
224K
$13.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-36.6K- 10.65% |
$2.01M - $2.18M
|
307K
$18.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-36.2K- 43.59% |
$1.99M - $2.15M
|
46.9K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-36K- 60.96% |
$1.98M - $2.14M
|
23.1K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-33.9K- 5.47% |
$1.87M - $2.02M
|
587K
$35.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31.6K- 6.27% |
$1.74M - $1.88M
|
472K
$28.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 15.11% |
$1.56M - $1.69M
|
160K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 18.57% |
$1.55M - $1.68M
|
124K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-28K- 20.33% |
$1.54M - $1.67M
|
110K
$6.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-26.3K- 21.67% |
$1.45M - $1.57M
|
95.2K
$5.79M
|