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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51.4K- 58.08% |
$2.85M - $2.95M
|
37.1K
$2.12M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-47KClosed |
$2.61M - $2.7M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-27.9K- 22.29% |
$1.55M - $1.6M
|
97.3K
$5.56M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.78K- 47.09% |
$98.7K - $102K
|
2K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.25K- 3.26% |
$69.1K - $71.6K
|
37K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.16K- 85.25% |
$64.1K - $66.3K
|
200
$11.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-879- 3.77% |
$48.7K - $50.4K
|
22.5K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-623- 90.03% |
$34.5K - $35.8K
|
69
$3.94K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-576- 2.28% |
$31.9K - $33.1K
|
24.7K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-440- 10.09% |
$24.4K - $25.3K
|
3.92K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-298- 5.15% |
$16.5K - $17.1K
|
5.49K
$314K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 6.36% |
$13.4K - $13.9K
|
3.56K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104- 1.93% |
$5.77K - $5.97K
|
5.28K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-40- 0.31% |
$2.22K - $2.3K
|
13.1K
$747K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-14- 2.25% |
$776 - $803
|
607
$34.7K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-250K- 71.43% |
$13.7M - $14.5M
|
100K
$5.72M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-243K- 96.81% |
$13.3M - $14.1M
|
8.02K
$458K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-216K- 27.14% |
$11.8M - $12.5M
|
581K
$33.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-184K- 49.45% |
$10.1M - $10.6M
|
188K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16.5K- 6.74% |
$901K - $952K
|
228K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$521K - $551K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.35K- 20.19% |
$512K - $541K
|
37K
$2.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.31K- 30.42% |
$510K - $539K
|
21.3K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.12K- 75.66% |
$499K - $527K
|
2.93K
$168K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.2K- 3.9% |
$65.7K - $69.4K
|
29.6K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-844- 8.58% |
$46.2K - $48.8K
|
8.99K
$514K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-711- 13.48% |
$38.9K - $41.1K
|
4.56K
$261K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 18.62% |
$36K - $38.1K
|
2.88K
$164K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-478- 14.91% |
$26.2K - $27.7K
|
2.73K
$156K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-471- 11.71% |
$25.8K - $27.3K
|
3.55K
$203K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-462- 18.17% |
$25.3K - $26.7K
|
2.08K
$119K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-389- 4.9% |
$21.3K - $22.5K
|
7.54K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 11.0% |
$16.4K - $17.4K
|
2.43K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-218- 1.82% |
$11.9K - $12.6K
|
11.8K
$672K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42Closed |
$2.3K - $2.43K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32- 0.16% |
$1.75K - $1.85K
|
19.4K
$1.11M
|
|
| Q4 2023 | |||||||
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-127K- 59.58% |
$6.53M - $7.02M
|
86K
$4.92M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-93.7K- 54.19% |
$4.83M - $5.19M
|
79.2K
$4.53M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-32.2KClosed |
$1.66M - $1.78M
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-7K- 51.85% |
$361K - $387K
|
6.5K
$371K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.23K- 47.5% |
$218K - $234K
|
4.68K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 99.96% |
$128K - $138K
|
1
$57.2
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$776K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-697- 7.7% |
$35.9K - $38.6K
|
8.36K
$478K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-638- 5.63% |
$32.9K - $35.3K
|
10.7K
$611K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-598- 3.1% |
$30.8K - $33.1K
|
18.7K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-260- 2.78% |
$13.4K - $14.4K
|
9.09K
$519K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-246- 0.11% |
$12.7K - $13.6K
|
214K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-104- 1.93% |
$5.36K - $5.75K
|
5.3K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-46- 0.39% |
$2.37K - $2.55K
|
11.8K
$676K
|
|