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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-485K- 98.55% |
$27.9M - $29.5M
|
7.13K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-167K- 47.67% |
$9.62M - $10.2M
|
184K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-109K- 40.33% |
$6.28M - $6.64M
|
161K
$9.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-109K- 7.5% |
$6.27M - $6.63M
|
1.34M
$79.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107K- 4.16% |
$6.14M - $6.5M
|
2.46M
$145M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-65K- 46.98% |
$3.74M - $3.96M
|
73.4K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-57.4K- 93.71% |
$3.3M - $3.49M
|
3.86K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53.9K- 17.2% |
$3.1M - $3.28M
|
260K
$15.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-49.9K- 5.9% |
$2.87M - $3.04M
|
796K
$46.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-35.4K- 23.36% |
$2.04M - $2.16M
|
116K
$6.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-29.7K- 8.38% |
$1.71M - $1.8M
|
325K
$19.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.6K- 99.91% |
$1.64M - $1.74M
|
27
$1.59K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-24.4K- 80.66% |
$1.41M - $1.49M
|
5.86K
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-23.3K- 4.27% |
$1.34M - $1.41M
|
521K
$30.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-17.2K- 31.31% |
$989K - $1.05M
|
37.7K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 7.22% |
$768K - $812K
|
172K
$10.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 13.5% |
$750K - $793K
|
83.5K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-11.7K- 61.22% |
$674K - $713K
|
7.43K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-10.5K- 87.31% |
$606K - $641K
|
1.53K
$90.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-9.85K- 6.96% |
$566K - $599K
|
132K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.04K- 16.3% |
$520K - $550K
|
46.4K
$2.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-8.57K- 33.24% |
$493K - $521K
|
17.2K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-8.04K- 10.12% |
$463K - $489K
|
71.5K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-5.45K- 37.13% |
$314K - $332K
|
9.23K
$543K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-4.85K- 1.29% |
$279K - $295K
|
371K
$21.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.7K- 2.55% |
$270K - $286K
|
180K
$10.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.62K- 19.4% |
$266K - $281K
|
19.2K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-4.36K- 7.58% |
$251K - $265K
|
53.2K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.35K- 36.86% |
$250K - $264K
|
7.44K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-4.33K- 47.62% |
$249K - $263K
|
4.76K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.17K- 15.74% |
$240K - $253K
|
22.3K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-3.4K- 17.29% |
$196K - $207K
|
16.3K
$958K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-3.37K- 9.17% |
$194K - $205K
|
33.4K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.31K- 16.75% |
$190K - $201K
|
16.4K
$968K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.29K- 14.53% |
$189K - $200K
|
19.4K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-2.67K- 2.25% |
$153K - $162K
|
116K
$6.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 5.87% |
$146K - $155K
|
40.8K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.48K- 8.46% |
$143K - $151K
|
26.8K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.43K- 6.72% |
$140K - $148K
|
33.7K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.38K- 0.41% |
$137K - $144K
|
574K
$33.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.15K- 1.2% |
$124K - $131K
|
177K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.14K- 3.59% |
$123K - $130K
|
57.5K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.93K- 1.78% |
$111K - $117K
|
107K
$6.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.93K- 98.02% |
$111K - $117K
|
39
$2.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.88K- 1.28% |
$108K - $114K
|
145K
$8.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.79K- 13.18% |
$103K - $109K
|
11.8K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.71K- 27.14% |
$98.2K - $104K
|
4.58K
$270K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.4K- 18.91% |
$80.3K - $84.9K
|
5.99K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.21K- 24.98% |
$69.8K - $73.8K
|
3.65K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-893- 1.83% |
$51.4K - $54.3K
|
47.9K
$2.82M
|