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 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.15K- 1.57% |
$64.7K - $68.7K
|
72.2K
$4.13M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.1K- 8.64% |
$61.5K - $65.4K
|
11.6K
$662K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.05K- 10.02% |
$58.7K - $62.4K
|
9.39K
$537K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 3.54% |
$57K - $60.6K
|
27.7K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 62.93% |
$56.2K - $59.7K
|
589
$33.7K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-977- 8.66% |
$54.9K - $58.3K
|
10.3K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-943- 1.7% |
$53K - $56.3K
|
54.4K
$3.11M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-922- 0.22% |
$51.8K - $55.1K
|
424K
$24.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Financial, LLC
Casselberry, FL |
SELL
|
- |
-906- 1.4% |
$50.9K - $54.1K
|
63.8K
$3.64M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-826- 4.72% |
$46.4K - $49.3K
|
16.7K
$953K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-810- 3.26% |
$45.5K - $48.4K
|
24K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-792- 1.57% |
$44.5K - $47.3K
|
49.7K
$2.84M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-734- 16.89% |
$41.2K - $43.8K
|
3.61K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-723- 2.18% |
$40.6K - $43.2K
|
32.5K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-709- 3.89% |
$39.8K - $42.3K
|
17.5K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-695- 16.84% |
$39K - $41.5K
|
3.43K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-693- 3.14% |
$38.9K - $41.4K
|
21.4K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-688- 0.43% |
$38.6K - $41.1K
|
159K
$9.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-675- 4.31% |
$37.9K - $40.3K
|
15K
$857K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-665- 6.71% |
$37.4K - $39.7K
|
9.25K
$529K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-646- 8.32% |
$36.3K - $38.6K
|
7.12K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-606- 3.49% |
$34K - $36.2K
|
16.8K
$959K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-603- 3.38% |
$33.9K - $36K
|
17.3K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-560- 2.03% |
$31.5K - $33.4K
|
27K
$1.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-544- 7.16% |
$30.6K - $32.5K
|
7.06K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-523- 1.95% |
$29.4K - $31.2K
|
26.3K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-515- 1.43% |
$28.9K - $30.8K
|
35.6K
$2.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 3.76% |
$28.1K - $29.9K
|
12.8K
$731K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-495- 1.18% |
$27.8K - $29.6K
|
41.5K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-492- 0.92% |
$27.6K - $29.4K
|
53K
$3.03M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-484- 7.59% |
$27.2K - $28.9K
|
5.89K
$337K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-479- 3.22% |
$26.9K - $28.6K
|
14.4K
$823K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-463- 8.79% |
$26K - $27.6K
|
4.8K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-459- 9.64% |
$25.8K - $27.4K
|
4.3K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-449- 4.13% |
$25.2K - $26.8K
|
10.4K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-447- 1.43% |
$25.1K - $26.7K
|
30.7K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-441- 2.97% |
$24.8K - $26.3K
|
14.4K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-433- 0.19% |
$24.3K - $25.9K
|
230K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-432- 1.08% |
$24.3K - $25.8K
|
39.6K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-416- 3.66% |
$23.4K - $24.8K
|
11K
$626K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-407- 5.48% |
$22.9K - $24.3K
|
7.02K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-402- 2.43% |
$22.6K - $24K
|
16.2K
$924K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-395- 7.79% |
$22.2K - $23.6K
|
4.68K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-376- 4.55% |
$21.1K - $22.5K
|
7.89K
$451K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-363- 2.57% |
$20.4K - $21.7K
|
13.8K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-348- 87.66% |
$19.5K - $20.8K
|
49
$2.8K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-344- 4.36% |
$19.3K - $20.5K
|
7.55K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-329- 0.72% |
$18.5K - $19.6K
|
45.7K
$2.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-327- 4.59% |
$18.4K - $19.5K
|
6.8K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-315- 1.44% |
$17.7K - $18.8K
|
21.5K
$1.23M
|