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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.33K- 37.41% |
$187K - $199K
|
5.57K
$318K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.25K- 48.23% |
$182K - $194K
|
3.49K
$199K
|
|
|
Apr 30, 2025
Q1 2025
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-3.18K- 44.63% |
$179K - $190K
|
3.95K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.16K- 6.57% |
$178K - $189K
|
45K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-3.16K- 17.44% |
$177K - $189K
|
15K
$854K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-3.08K- 41.05% |
$173K - $184K
|
4.42K
$253K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-2.96K- 23.23% |
$166K - $177K
|
9.79K
$559K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.95K- 29.86% |
$166K - $176K
|
6.93K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.89K- 1.67% |
$162K - $173K
|
170K
$9.73M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.76K- 13.41% |
$155K - $165K
|
17.9K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.75K- 41.48% |
$154K - $164K
|
3.87K
$221K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.59K- 2.95% |
$146K - $155K
|
85.4K
$4.88M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.48K- 6.67% |
$139K - $148K
|
34.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.39K- 32.43% |
$134K - $143K
|
4.98K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-2.34K- 12.56% |
$131K - $140K
|
16.3K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-2.34K- 3.95% |
$131K - $140K
|
56.9K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.19K- 5.63% |
$123K - $131K
|
36.8K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.16K- 24.06% |
$121K - $129K
|
6.81K
$389K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-2.12K- 12.34% |
$119K - $126K
|
15K
$858K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.08K- 19.37% |
$117K - $124K
|
8.67K
$496K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07K- 8.57% |
$116K - $123K
|
22.1K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-2.07K- 8.62% |
$116K - $123K
|
21.9K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-2.06K- 12.51% |
$116K - $123K
|
14.4K
$822K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.06K- 1.01% |
$115K - $123K
|
201K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.03K- 22.02% |
$114K - $121K
|
7.19K
$411K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2K- 2.95% |
$112K - $119K
|
65.9K
$3.77M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2K- 6.51% |
$112K - $119K
|
28.7K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.97K- 16.46% |
$110K - $117K
|
9.98K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.94K- 16.83% |
$109K - $116K
|
9.6K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.85K- 7.87% |
$104K - $111K
|
21.7K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 6.85% |
$104K - $110K
|
25.1K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-1.8K- 12.24% |
$101K - $108K
|
12.9K
$739K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.74K- 15.84% |
$97.5K - $104K
|
9.22K
$527K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.67K- 3.26% |
$93.7K - $99.7K
|
49.6K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.59K- 10.54% |
$89.4K - $95.1K
|
13.5K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.45K- 7.03% |
$81.4K - $86.6K
|
19.2K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.45K- 43.75% |
$81.4K - $86.5K
|
1.86K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.36K- 21.62% |
$76.4K - $81.3K
|
4.94K
$282K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.35K- 1.3% |
$75.9K - $80.7K
|
103K
$5.88M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.33K- 4.46% |
$74.9K - $79.7K
|
28.6K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.3K- 5.83% |
$73.1K - $77.7K
|
21K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.26K- 9.8% |
$70.8K - $75.2K
|
11.6K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.25K- 1.6% |
$70.1K - $74.5K
|
76.6K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-1.21K- 10.0% |
$67.9K - $72.1K
|
10.9K
$621K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.17K- 1.89% |
$65.4K - $69.6K
|
60.5K
$3.46M
|