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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-762- 33.69% |
$43.8K - $46.4K
|
1.5K
$85.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-571- 26.77% |
$32.8K - $34.7K
|
1.56K
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-534- 2.82% |
$30.7K - $32.5K
|
18.4K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 13.42% |
$28.8K - $30.4K
|
3.23K
$184K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 10.78% |
$28.8K - $30.4K
|
4.14K
$237K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-496- 8.02% |
$28.5K - $30.2K
|
5.69K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 6.89% |
$27.9K - $29.5K
|
6.56K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-415- 5.52% |
$23.9K - $25.2K
|
7.1K
$406K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-362- 56.74% |
$20.8K - $22K
|
276
$15.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-341- 1.97% |
$19.6K - $20.7K
|
17K
$971K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-214- 17.63% |
$12.3K - $13K
|
1K
$57.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.54% |
$8.63K - $9.12K
|
4.09K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-136- 0.58% |
$7.82K - $8.27K
|
23.4K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-124- 0.68% |
$7.13K - $7.54K
|
18.2K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-105- 0.76% |
$6.04K - $6.39K
|
13.6K
$779K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-100Closed |
$5.75K - $6.08K
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 86.96% |
$5.75K - $6.08K
|
15
$857
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$87.9K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-40- 1.12% |
$2.3K - $2.43K
|
3.53K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10- 6.37% |
$575 - $608
|
147
$8.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-6- 0.07% |
$345 - $365
|
8.38K
$479K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 14.29% |
$57.5 - $60.8
|
6
$343
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-333K- 13.76% |
$18.3M - $19.8M
|
2.09M
$119M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-287K- 98.28% |
$15.8M - $17.1M
|
5.03K
$287K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61.9K- 88.71% |
$3.4M - $3.68M
|
7.87K
$450K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$303K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.64K- 35.1% |
$530K - $574K
|
17.8K
$1.02M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-6.62K- 42.88% |
$364K - $394K
|
8.82K
$504K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-5.54K- 50.24% |
$304K - $329K
|
5.48K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.5K- 39.64% |
$302K - $327K
|
8.37K
$478K
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-5.28K- 3.74% |
$290K - $314K
|
136K
$7.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-4.38K- 11.83% |
$241K - $261K
|
32.7K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.69K- 7.7% |
$148K - $160K
|
32.3K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.77K- 2.5% |
$97K - $105K
|
68.7K
$3.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.49K- 44.5% |
$81.9K - $88.7K
|
1.86K
$106K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.31K- 12.1% |
$72.1K - $78.1K
|
9.53K
$545K
|
|
|
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
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-636- 6.67% |
$35K - $37.8K
|
8.9K
$509K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-537- 1.45% |
$29.5K - $32K
|
36.4K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.33% |
$5.5K - $5.95K
|
29.8K
$1.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-100- 2.5% |
$5.5K - $5.95K
|
3.91K
$223K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-89- 34.23% |
$4.89K - $5.3K
|
171
$9.77K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-71- 1.54% |
$3.9K - $4.23K
|
4.54K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-27- 1.29% |
$1.48K - $1.61K
|
2.07K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 1.54% |
$550 - $595
|
641
$36.6K
|
|
| 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
$88M
|
|
|
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
$3.51M
|
|