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 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 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-956- 5.86% |
$48.9K - $54.5K
|
15.3K
$877K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-806- 15.72% |
$41.2K - $45.9K
|
4.32K
$247K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-787- 3.75% |
$40.2K - $44.9K
|
20.2K
$1.16M
|
|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-659- 2.0% |
$33.7K - $37.6K
|
32.3K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-619- 0.17% |
$31.7K - $35.3K
|
372K
$21.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-599- 7.92% |
$30.6K - $34.1K
|
6.96K
$398K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-514- 62.0% |
$26.3K - $29.3K
|
315
$18K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
SELL
|
- |
-508- 11.67% |
$26K - $29K
|
3.84K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-501- 0.3% |
$25.6K - $28.6K
|
165K
$9.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-460- 5.8% |
$23.5K - $26.2K
|
7.48K
$427K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-439- 85.91% |
$22.5K - $25K
|
72
$4.11K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-427- 3.9% |
$21.8K - $24.3K
|
10.5K
$602K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-422- 0.47% |
$21.6K - $24.1K
|
89K
$5.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-372- 2.27% |
$19K - $21.2K
|
16K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-344- 5.56% |
$17.6K - $19.6K
|
5.84K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-330- 1.19% |
$16.9K - $18.8K
|
27.3K
$1.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-326- 6.09% |
$16.7K - $18.6K
|
5.03K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-314- 0.35% |
$16.1K - $17.9K
|
89.4K
$5.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-314- 2.18% |
$16.1K - $17.9K
|
14.1K
$805K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-308- 1.37% |
$15.8K - $17.6K
|
22.2K
$1.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-305- 0.92% |
$15.6K - $17.4K
|
33K
$1.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-250- 3.14% |
$12.8K - $14.3K
|
7.72K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-237- 5.11% |
$12.1K - $13.5K
|
4.4K
$252K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-235- 1.37% |
$12K - $13.4K
|
16.9K
$965K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-227- 3.2% |
$11.6K - $12.9K
|
6.87K
$393K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-222- 3.1% |
$11.4K - $12.7K
|
6.93K
$396K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-198- 98.51% |
$10.1K - $11.3K
|
3
$171
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-180- 3.4% |
$9.21K - $10.3K
|
5.12K
$292K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-154- 0.62% |
$7.88K - $8.78K
|
24.6K
$1.41M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-135- 1.83% |
$6.9K - $7.7K
|
7.23K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-127- 1.9% |
$6.49K - $7.24K
|
6.56K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-123- 0.36% |
$6.29K - $7.01K
|
34K
$1.95M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-112- 0.21% |
$5.73K - $6.38K
|
54.4K
$3.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-91- 0.11% |
$4.65K - $5.19K
|
79.8K
$4.56M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-76- 1.2% |
$3.89K - $4.33K
|
6.26K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-75- 1.81% |
$3.84K - $4.28K
|
4.07K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-72- 11.39% |
$3.68K - $4.1K
|
560
$32K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-65- 10.32% |
$3.32K - $3.71K
|
565
$32.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-40- 0.88% |
$2.05K - $2.28K
|
4.49K
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-36- 0.52% |
$1.84K - $2.05K
|
6.88K
$393K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-20- 0.04% |
$1.02K - $1.14K
|
46.1K
$2.64M
|