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 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 5.61% |
$178K - $193K
|
54.5K
$3.25M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.19K- 0.54% |
$176K - $190K
|
588K
$35.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.18K- 37.75% |
$175K - $189K
|
5.24K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.11K- 16.45% |
$171K - $185K
|
15.8K
$941K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.07K- 6.29% |
$169K - $183K
|
45.7K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.07K- 3.05% |
$169K - $183K
|
97.4K
$5.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.89K- 1.16% |
$159K - $172K
|
246K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.85K- 12.89% |
$157K - $170K
|
19.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.59K- 1.34% |
$142K - $154K
|
191K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.49K- 11.61% |
$137K - $148K
|
18.9K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.47K- 5.39% |
$136K - $147K
|
43.3K
$2.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.43K- 22.36% |
$134K - $145K
|
8.44K
$503K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.39K- 7.65% |
$131K - $142K
|
28.9K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.37K- 12.73% |
$130K - $141K
|
16.2K
$969K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.36K- 2.01% |
$130K - $141K
|
115K
$6.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.36K- 2.9% |
$130K - $141K
|
79K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.31K- 5.93% |
$127K - $137K
|
36.6K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.24K- 9.43% |
$123K - $133K
|
21.5K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-2.24K- 25.95% |
$123K - $133K
|
6.38K
$381K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.04K- 3.16% |
$112K - $122K
|
62.5K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.04K- 10.35% |
$112K - $121K
|
17.6K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 0.4% |
$112K - $121K
|
502K
$30M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.02K- 13.09% |
$111K - $120K
|
13.4K
$801K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 8.03% |
$108K - $117K
|
22.6K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.96K- 0.77% |
$108K - $117K
|
254K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.87K- 33.89% |
$103K - $112K
|
3.66K
$218K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.86K- 20.5% |
$102K - $110K
|
7.2K
$429K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.85K- 9.16% |
$102K - $110K
|
18.3K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.82K- 1.69% |
$99.9K - $108K
|
106K
$6.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.8K- 2.93% |
$99K - $107K
|
59.7K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$4.1M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.74K- 0.89% |
$95.6K - $103K
|
193K
$11.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.72K- 1.76% |
$94.5K - $102K
|
95.8K
$5.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.7K- 7.28% |
$93.4K - $101K
|
21.6K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Seaview Investment Managers LLC
|
SELL
|
- |
-1.69K- 15.13% |
$93.1K - $101K
|
9.5K
$567K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.65K- 5.01% |
$90.7K - $98.1K
|
31.3K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-1.62K- 8.19% |
$89.3K - $96.6K
|
18.2K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.6K- 2.81% |
$88.1K - $95.4K
|
55.5K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.57K- 17.5% |
$86.1K - $93.2K
|
7.38K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.5K- 6.61% |
$82.5K - $89.3K
|
21.2K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.49K- 4.68% |
$82.1K - $88.8K
|
30.4K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.49K- 44.5% |
$81.9K - $88.7K
|
1.86K
$111K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.49K- 9.71% |
$81.9K - $88.7K
|
13.9K
$826K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.48K- 5.65% |
$81.3K - $88K
|
24.7K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 12.27% |
$80K - $86.6K
|
10.4K
$620K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.45K- 4.62% |
$79.7K - $86.2K
|
29.9K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.44K- 7.57% |
$79K - $85.5K
|
17.6K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.41K- 2.61% |
$77.6K - $84K
|
52.7K
$3.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.38K- 1.37% |
$76.1K - $82.4K
|
100K
$5.96M
|