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 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-307- 19.96% |
$17.2K - $18.3K
|
1.23K
$70.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.76% |
$16K - $17K
|
7.27K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 0.13% |
$15.8K - $16.8K
|
221K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-260- 1.51% |
$14.6K - $15.5K
|
17K
$969K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-248- 3.17% |
$13.9K - $14.8K
|
7.57K
$432K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-247- 1.02% |
$13.9K - $14.7K
|
24.1K
$1.38M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-240- 1.75% |
$13.5K - $14.3K
|
13.5K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-225- 1.88% |
$12.6K - $13.4K
|
11.7K
$671K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-201- 2.91% |
$11.3K - $12K
|
6.71K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-146- 1.87% |
$8.2K - $8.72K
|
7.66K
$438K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-141- 26.06% |
$7.92K - $8.42K
|
400
$22.9K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-138- 43.13% |
$7.75K - $8.24K
|
182
$10.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-132- 1.95% |
$7.41K - $7.88K
|
6.65K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-129- 1.63% |
$7.25K - $7.7K
|
7.77K
$444K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-115- 1.43% |
$6.46K - $6.87K
|
7.94K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.36% |
$5.62K - $5.97K
|
7.27K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-96- 0.83% |
$5.39K - $5.73K
|
11.5K
$655K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-86- 0.88% |
$4.83K - $5.14K
|
9.68K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-81- 0.81% |
$4.55K - $4.84K
|
9.95K
$568K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-73- 0.78% |
$4.1K - $4.36K
|
9.26K
$529K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-67- 0.39% |
$3.76K - $4K
|
17.1K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-60- 6.16% |
$3.37K - $3.58K
|
914
$52.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-53- 1.75% |
$2.98K - $3.16K
|
2.97K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-50- 0.49% |
$2.81K - $2.99K
|
10.2K
$583K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-34- 0.31% |
$1.91K - $2.03K
|
11K
$630K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-29- 0.09% |
$1.63K - $1.73K
|
33.3K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-28- 0.79% |
$1.57K - $1.67K
|
3.52K
$201K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-26- 0.49% |
$1.46K - $1.55K
|
5.28K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-25- 44.64% |
$1.4K - $1.49K
|
31
$1.77K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-21- 6.98% |
$1.18K - $1.25K
|
280
$16K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-16- 0.01% |
$899 - $955
|
143K
$8.18M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-15- 0.32% |
$843 - $896
|
4.62K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-11- 0.21% |
$618 - $657
|
5.14K
$294K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-497K- 8.07% |
$28.6M - $30.3M
|
5.67M
$324M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.3K- 36.46% |
$2.26M - $2.39M
|
68.5K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$335K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23.5K- 6.46% |
$1.35M - $1.43M
|
340K
$19.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-17.8K- 18.79% |
$1.03M - $1.09M
|
77.1K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 18.39% |
$599K - $633K
|
46.2K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-9.23K- 53.41% |
$531K - $562K
|
8.05K
$460K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.2K- 11.32% |
$414K - $438K
|
56.4K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-4.27K- 1.42% |
$246K - $260K
|
297K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.04K- 50.87% |
$232K - $245K
|
3.9K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2.6K- 41.07% |
$150K - $158K
|
3.73K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.93K- 98.02% |
$111K - $117K
|
39
$2.23K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.71K- 27.14% |
$98.2K - $104K
|
4.58K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.56K- 17.2% |
$89.5K - $94.6K
|
7.49K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.4K- 18.91% |
$80.3K - $84.9K
|
5.99K
$342K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$57.9K - $61.3K
|
92.4K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.43K
|
|