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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.27K- 1.42% |
$246K - $260K
|
297K
$17M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-4.27K- 3.13% |
$245K - $260K
|
132K
$7.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.26K- 8.27% |
$245K - $259K
|
47.2K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.17K- 16.61% |
$240K - $254K
|
20.9K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.17K- 15.74% |
$240K - $253K
|
22.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.04K- 50.87% |
$232K - $245K
|
3.9K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.9K- 3.69% |
$225K - $237K
|
102K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-3.8K- 1.81% |
$219K - $231K
|
206K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.66K- 46.17% |
$211K - $223K
|
4.27K
$244K
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-3.59K- 10.36% |
$206K - $218K
|
31K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-3.53K- 68.06% |
$203K - $215K
|
1.66K
$94.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.53K- 27.56% |
$203K - $214K
|
9.26K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.4K- 17.29% |
$196K - $207K
|
16.3K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 1.21% |
$195K - $206K
|
276K
$15.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.37K- 9.17% |
$194K - $205K
|
33.4K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-3.33K- 30.47% |
$192K - $203K
|
7.6K
$435K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.31K- 16.75% |
$190K - $201K
|
16.4K
$942K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.29K- 14.53% |
$189K - $200K
|
19.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.19K- 4.4% |
$183K - $194K
|
69.2K
$3.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.15K- 0.75% |
$181K - $191K
|
414K
$23.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
SELL
|
- |
-3.07K- 19.24% |
$177K - $187K
|
12.9K
$738K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-3.04K- 11.74% |
$175K - $185K
|
22.9K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-2.77K- 15.11% |
$159K - $168K
|
15.5K
$890K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-2.76K- 27.07% |
$159K - $168K
|
7.43K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.67K- 2.25% |
$153K - $162K
|
116K
$6.64M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.64K- 15.01% |
$152K - $161K
|
14.9K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.6K- 41.07% |
$150K - $158K
|
3.73K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 5.87% |
$146K - $155K
|
40.8K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.53K- 1.03% |
$145K - $154K
|
243K
$13.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-2.48K- 1.93% |
$143K - $151K
|
126K
$7.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.48K- 8.46% |
$143K - $151K
|
26.8K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.43K- 6.72% |
$140K - $148K
|
33.7K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.38K- 2.8% |
$137K - $144K
|
82.5K
$4.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.38K- 0.41% |
$137K - $144K
|
574K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.3K- 3.04% |
$132K - $140K
|
73.4K
$4.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 2.15% |
$131K - $138K
|
103K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.26K- 16.97% |
$130K - $138K
|
11.1K
$634K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.15K- 1.2% |
$124K - $131K
|
177K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.14K- 3.59% |
$123K - $130K
|
57.5K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.09K- 1.96% |
$120K - $127K
|
104K
$5.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.96K- 14.52% |
$113K - $119K
|
11.5K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.95K- 4.07% |
$112K - $119K
|
46K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.93K- 1.78% |
$111K - $117K
|
107K
$6.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.93K- 98.02% |
$111K - $117K
|
39
$2.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.9K- 9.83% |
$109K - $115K
|
17.4K
$996K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.88K- 1.28% |
$108K - $114K
|
145K
$8.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.85K- 4.39% |
$106K - $113K
|
40.3K
$2.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-1.8K- 16.44% |
$104K - $110K
|
9.15K
$524K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.79K- 13.18% |
$103K - $109K
|
11.8K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.72K- 6.95% |
$99.2K - $105K
|
23.1K
$1.32M
|