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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-12.6K- 9.03% |
$710K - $755K
|
127K
$7.28M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-11.9K- 19.34% |
$667K - $709K
|
49.5K
$2.83M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7K- 0.34% |
$654K - $696K
|
3.43M
$196M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 16.15% |
$639K - $679K
|
59.1K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-10.7K- 68.13% |
$600K - $638K
|
5K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-10.6K- 3.47% |
$595K - $632K
|
295K
$16.8M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.47K- 21.87% |
$532K - $565K
|
33.8K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-9.23K- 20.97% |
$518K - $551K
|
34.8K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-8.62K- 7.44% |
$484K - $515K
|
107K
$6.13M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.29K- 19.91% |
$466K - $495K
|
33.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.13K- 3.31% |
$457K - $486K
|
237K
$13.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-8.06K- 36.38% |
$453K - $481K
|
14.1K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.96K- 3.74% |
$447K - $475K
|
205K
$11.7M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.83K- 40.45% |
$440K - $468K
|
11.5K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.43K- 78.53% |
$417K - $443K
|
2.03K
$116K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-7.41K- 12.93% |
$416K - $442K
|
49.9K
$2.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-7.17K- 5.63% |
$403K - $428K
|
120K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.59K- 4.39% |
$370K - $394K
|
144K
$8.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-6.21K- 6.72% |
$349K - $371K
|
86.2K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-5.98K- 60.43% |
$336K - $357K
|
3.92K
$224K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5.8K- 3.47% |
$326K - $347K
|
161K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.77K- 3.15% |
$324K - $344K
|
177K
$10.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.54K- 8.07% |
$311K - $331K
|
63.1K
$3.61M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-5.29K- 8.43% |
$297K - $316K
|
57.5K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5.19K- 46.4% |
$292K - $310K
|
6K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5K- 3.56% |
$281K - $298K
|
135K
$7.74M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-4.96K- 5.24% |
$279K - $296K
|
89.7K
$5.12M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.76KClosed |
$267K - $284K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.71K- 55.87% |
$265K - $281K
|
3.72K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 7.46% |
$265K - $281K
|
58.5K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.66K- 17.62% |
$262K - $278K
|
21.8K
$1.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-4.56K- 11.53% |
$256K - $272K
|
35K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.53K- 8.33% |
$254K - $270K
|
49.9K
$2.85M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-4.36K- 9.23% |
$245K - $260K
|
42.8K
$2.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.33K- 21.25% |
$243K - $259K
|
16.1K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-4.25K- 34.43% |
$239K - $254K
|
8.1K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 20.29% |
$239K - $254K
|
16.7K
$954K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-4.23K- 3.66% |
$238K - $253K
|
111K
$6.36M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.15K- 1.51% |
$233K - $248K
|
271K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-3.97K- 1.93% |
$223K - $237K
|
202K
$11.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.92K- 65.81% |
$220K - $234K
|
2.04K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-3.9K- 39.39% |
$219K - $233K
|
6K
$343K
|
|
|
May 14, 2025
Q1 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-3.75K- 18.62% |
$211K - $224K
|
16.4K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.54K- 47.43% |
$199K - $211K
|
3.92K
$224K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.53K- 30.82% |
$198K - $210K
|
7.91K
$452K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.5K- 1.55% |
$197K - $209K
|
222K
$12.7M
|
|
|
May 12, 2025
Q1 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.49K- 15.12% |
$196K - $208K
|
19.6K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.38K- 9.25% |
$190K - $202K
|
33.1K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.35K- 21.56% |
$188K - $200K
|
12.2K
$697K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-3.34K- 11.4% |
$187K - $199K
|
26K
$1.48M
|