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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.37K- 9.41% |
$75.1K - $81.3K
|
13.2K
$753K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 12.1% |
$72.1K - $78.1K
|
9.53K
$546K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.2K- 0.8% |
$66.1K - $71.6K
|
148K
$8.49M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-841- 7.7% |
$46.2K - $50K
|
10.1K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-806- 15.93% |
$44.3K - $48K
|
4.26K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-779- 3.7% |
$42.8K - $46.4K
|
20.3K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-764- 16.55% |
$42K - $45.5K
|
3.85K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-736- 31.66% |
$40.5K - $43.8K
|
1.59K
$91K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-628- 84.75% |
$34.5K - $37.4K
|
113
$6.47K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-537- 1.45% |
$29.5K - $32K
|
36.4K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-344- 3.92% |
$18.9K - $20.5K
|
8.43K
$483K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-176- 4.87% |
$9.68K - $10.5K
|
3.44K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 2.5% |
$5.5K - $5.95K
|
3.91K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
SELL
|
- |
-94- 1.96% |
$5.17K - $5.59K
|
4.71K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-90- 9.38% |
$4.95K - $5.36K
|
869
$49.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-89- 34.23% |
$4.89K - $5.3K
|
171
$9.79K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-71- 1.54% |
$3.9K - $4.23K
|
4.54K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 1.29% |
$1.48K - $1.61K
|
2.07K
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 1.54% |
$550 - $595
|
641
$36.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1- 0.2% |
$55 - $59.5
|
504
$28.9K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-280K- 35.58% |
$15.5M - $16.1M
|
507K
$29M
|
|
|
Aug 14, 2024
Q2 2024
|
Enstar Group LTD
Hamilton, D0 |
SELL
|
- |
-89.1K- 5.47% |
$4.94M - $5.11M
|
1.54M
$88.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
PUT |
-84.4K- 57.89% |
$4.68M - $4.84M
|
61.4K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-51.4K- 58.08% |
$2.85M - $2.95M
|
37.1K
$2.13M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-47KClosed |
$2.61M - $2.7M
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-27.9K- 22.29% |
$1.55M - $1.6M
|
97.3K
$5.57M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-9.41K- 13.76% |
$522K - $540K
|
59K
$3.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-2K- 19.55% |
$111K - $115K
|
8.23K
$471K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.78K- 47.09% |
$98.7K - $102K
|
2K
$115K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.25K- 3.26% |
$69.1K - $71.6K
|
37K
$2.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.16K- 85.25% |
$64.1K - $66.3K
|
200
$11.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-879- 3.77% |
$48.7K - $50.4K
|
22.5K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-623- 90.03% |
$34.5K - $35.8K
|
69
$3.95K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-576- 2.28% |
$31.9K - $33.1K
|
24.7K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-440- 10.09% |
$24.4K - $25.3K
|
3.92K
$224K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-298- 5.15% |
$16.5K - $17.1K
|
5.49K
$314K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-242- 6.36% |
$13.4K - $13.9K
|
3.56K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-104- 1.93% |
$5.77K - $5.97K
|
5.28K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-40- 0.31% |
$2.22K - $2.3K
|
13.1K
$749K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-14- 2.25% |
$776 - $803
|
607
$34.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-250K- 71.43% |
$13.7M - $14.5M
|
100K
$5.73M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-243K- 96.81% |
$13.3M - $14.1M
|
8.02K
$459K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-216K- 27.14% |
$11.8M - $12.5M
|
581K
$33.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-184K- 49.45% |
$10.1M - $10.6M
|
188K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16.5K- 6.74% |
$901K - $952K
|
228K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$521K - $551K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.35K- 20.19% |
$512K - $541K
|
37K
$2.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.31K- 30.42% |
$510K - $539K
|
21.3K
$1.22M
|
|