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 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-581- 2.43% |
$31.9K - $34.6K
|
23.3K
$1.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-580- 3.69% |
$31.9K - $34.5K
|
15.2K
$904K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-537- 1.45% |
$29.5K - $32K
|
36.4K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-516- 2.74% |
$28.4K - $30.7K
|
18.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-509- 0.87% |
$28K - $30.3K
|
57.9K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-480- 9.0% |
$26.4K - $28.6K
|
4.86K
$290K
|
|
|
Oct 18, 2024
Q3 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-442- 1.34% |
$24.3K - $26.3K
|
32.6K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-431- 3.07% |
$23.7K - $25.6K
|
13.6K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-392- 6.33% |
$21.6K - $23.3K
|
5.8K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-366- 1.24% |
$20.1K - $21.8K
|
29.2K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-362- 0.59% |
$19.9K - $21.5K
|
61.2K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-355- 3.23% |
$19.5K - $21.1K
|
10.7K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-352- 1.93% |
$19.4K - $20.9K
|
17.9K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-347- 0.64% |
$19.1K - $20.6K
|
53.6K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$503K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-303- 2.22% |
$16.7K - $18K
|
13.3K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-302- 0.1% |
$16.6K - $18K
|
293K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-298- 1.01% |
$16.4K - $17.7K
|
29.3K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-252- 2.7% |
$13.9K - $15K
|
9.09K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-250- 0.78% |
$13.7K - $14.9K
|
31.9K
$1.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-227- 5.7% |
$12.5K - $13.5K
|
3.76K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-226- 4.49% |
$12.4K - $13.4K
|
4.81K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Souders Financial Advisors
|
SELL
|
- |
-218- 1.35% |
$12K - $13K
|
16K
$952K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-216- 0.67% |
$11.9K - $12.9K
|
32.3K
$1.92M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-213- 3.42% |
$11.7K - $12.7K
|
6.01K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-210- 1.08% |
$11.5K - $12.5K
|
19.2K
$1.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-201- 4.1% |
$11.1K - $12K
|
4.7K
$280K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 4.5% |
$11K - $11.9K
|
4.24K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-188- 10.0% |
$10.3K - $11.2K
|
1.69K
$101K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-186- 1.1% |
$10.2K - $11.1K
|
16.7K
$998K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-176- 4.87% |
$9.68K - $10.5K
|
3.44K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-174- 0.53% |
$9.57K - $10.4K
|
32.8K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-172- 0.26% |
$9.46K - $10.2K
|
67K
$4M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-168- 0.15% |
$9.24K - $10K
|
110K
$6.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-167- 0.84% |
$9.18K - $9.94K
|
19.8K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-166- 2.14% |
$9.13K - $9.88K
|
7.6K
$453K
|
|
|
Oct 02, 2024
Q3 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-153- 3.11% |
$8.41K - $9.11K
|
4.77K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-147- 1.82% |
$8.08K - $8.75K
|
7.93K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-139- 0.1% |
$7.64K - $8.27K
|
146K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-135- 0.11% |
$7.42K - $8.03K
|
122K
$7.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-135- 0.57% |
$7.42K - $8.03K
|
23.6K
$1.4M
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-135- 0.66% |
$7.42K - $8.03K
|
20.2K
$1.2M
|
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-120- 0.12% |
$6.6K - $7.14K
|
102K
$6.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-115- 2.58% |
$6.32K - $6.84K
|
4.35K
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-114- 1.43% |
$6.27K - $6.78K
|
7.84K
$467K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-111- 0.27% |
$6.1K - $6.61K
|
41.3K
$2.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-103- 6.69% |
$5.66K - $6.13K
|
1.44K
$85.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 2.5% |
$5.5K - $5.95K
|
3.91K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-100- 0.32% |
$5.5K - $5.95K
|
30.8K
$1.83M
|