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 14, 2025
Q2 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-6.34K- 28.04% |
$324K - $362K
|
16.3K
$930K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.09K- 36.25% |
$311K - $347K
|
10.7K
$612K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-5.41K- 12.39% |
$276K - $308K
|
38.2K
$2.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.23K- 6.34% |
$268K - $298K
|
77.3K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.91K- 22.25% |
$251K - $280K
|
17.2K
$981K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.69K- 10.13% |
$240K - $267K
|
41.6K
$2.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.57K- 20.0% |
$234K - $261K
|
18.3K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.38K- 3.38% |
$224K - $250K
|
125K
$7.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-4.17K- 23.12% |
$213K - $238K
|
13.9K
$792K
|
|
|
Jul 15, 2025
Q2 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
SELL
|
- |
-4.13K- 10.32% |
$211K - $235K
|
35.9K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.77K- 24.26% |
$193K - $215K
|
11.8K
$673K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.68K- 25.94% |
$188K - $210K
|
10.5K
$600K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-3.68K- 4.01% |
$188K - $209K
|
87.9K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-3.58K- 9.4% |
$183K - $204K
|
34.4K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.37K- 4.91% |
$172K - $192K
|
65.3K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.33K- 36.49% |
$170K - $190K
|
5.8K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-3.31K- 20.48% |
$169K - $189K
|
12.9K
$735K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-3.29K- 16.7% |
$168K - $188K
|
16.4K
$938K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-3.1K- 6.91% |
$158K - $177K
|
41.7K
$2.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-3.03K- 1.59% |
$155K - $173K
|
187K
$10.7M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 5.7% |
$147K - $164K
|
47.6K
$2.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-2.87K- 2.06% |
$147K - $164K
|
136K
$7.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.52K- 19.43% |
$129K - $144K
|
10.5K
$598K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-2.45K- 11.27% |
$125K - $140K
|
19.3K
$1.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 5.3% |
$125K - $139K
|
43.6K
$2.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.29K- 2.37% |
$117K - $130K
|
94.3K
$5.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.16K- 2.66% |
$111K - $123K
|
79.1K
$4.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 7.93% |
$103K - $115K
|
23.4K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.72K- 4.72% |
$88K - $98K
|
34.7K
$1.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.67K- 5.93% |
$85.5K - $95.3K
|
26.5K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 16.03% |
$80.4K - $89.6K
|
8.24K
$471K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.56K- 5.36% |
$79.8K - $88.9K
|
27.6K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.49K- 8.69% |
$76K - $84.7K
|
15.6K
$892K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.46K- 3.83% |
$74.7K - $83.3K
|
36.7K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 14.1% |
$74.5K - $83K
|
8.88K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Independent Investors Inc
|
SELL
|
- |
-1.35K- 8.1% |
$69K - $77K
|
15.3K
$875K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-1.32K- 4.4% |
$67.5K - $75.2K
|
28.7K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.17K- 3.45% |
$59.8K - $66.6K
|
32.7K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.14K- 57.74% |
$58.2K - $64.9K
|
833
$47.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.04K- 0.5% |
$53K - $59.1K
|
207K
$11.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.71% |
$51.5K - $57.5K
|
8.4K
$480K
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1K- 6.98% |
$51.1K - $57K
|
13.3K
$762K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-984- 20.96% |
$50.3K - $56.1K
|
3.71K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-969- 1.15% |
$49.6K - $55.2K
|
83.1K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-960- 50.53% |
$49.1K - $54.7K
|
940
$53.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-806- 15.72% |
$41.2K - $45.9K
|
4.32K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-729- 1.54% |
$37.3K - $41.6K
|
46.5K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-689- 1.62% |
$35.2K - $39.3K
|
41.8K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-675- 58.7% |
$34.5K - $38.5K
|
475
$27.1K
|