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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.8K- 42.76% |
$96.9K - $99.7K
|
2.41K
$143K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-1.58K- 0.48% |
$84.8K - $87.3K
|
323K
$19.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-787- 1.7% |
$42.4K - $43.6K
|
45.6K
$2.71M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-450- 23.99% |
$24.2K - $24.9K
|
1.43K
$84.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-346- 7.81% |
$18.6K - $19.2K
|
4.08K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-172- 4.13% |
$9.26K - $9.53K
|
3.99K
$237K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-102- 2.09% |
$5.49K - $5.65K
|
4.77K
$283K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-450- 69.23% |
$23.5K - $25.1K
|
200
$11.9K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-388- 6.72% |
$20.2K - $21.6K
|
5.39K
$320K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-251- 58.37% |
$13.1K - $14K
|
179
$10.6K
|
|
| Q4 2022 | |||||||
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
SELL
|
- |
-12.2K- 25.92% |
$620K - $692K
|
34.8K
$2.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.29K- 1.49% |
$65.7K - $73.4K
|
85.5K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-895- 11.92% |
$45.5K - $50.8K
|
6.62K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-250- 71.43% |
$12.7K - $14.2K
|
100
$5.94K
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.22K- 34.46% |
$216K - $244K
|
8.02K
$477K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.51K- 2.03% |
$77.6K - $87.6K
|
73.3K
$4.35M
|
|
|
Oct 27, 2022
Q3 2022
|
Asio Capital, LLC
|
SELL
|
- |
-800Closed |
$41K - $46.3K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-338- 6.45% |
$17.3K - $19.5K
|
4.9K
$291K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-158KClosed |
$8.33M - $9.81M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-60KClosed |
$3.17M - $3.73M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-5.25KClosed |
$278K - $327K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.74KClosed |
$250K - $295K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.31KClosed |
$175K - $206K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.31KClosed |
$69.2K - $81.5K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-275Closed |
$14.5K - $17.1K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-208Closed |
$11K - $12.9K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-68Closed |
$3.59K - $4.23K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-152KClosed |
$8.85M - $9.6M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-12.2KClosed |
$707K - $767K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.5KClosed |
$145K - $158K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.26KClosed |
$131K - $143K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.54K- 86.06% |
$89.7K - $97.3K
|
250
$14.9K
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.02KClosed |
$59.1K - $64.1K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-300Closed |
$17.4K - $18.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-70Closed |
$4.07K - $4.41K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-12.5KClosed |
$739K - $792K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-392Closed |
$23.3K - $24.9K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-97.5K- 95.33% |
$5.81M - $6.1M
|
4.77K
$284K
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-6.73KClosed |
$401K - $421K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-8.67KClosed |
$502K - $525K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-604Closed |
$35K - $36.6K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-90Closed |
$5.21K - $5.45K
|
0
$0
|
|