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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85.6K- 20.21% |
$4.7M - $5.09M
|
338K
$19.9M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-80K- 21.41% |
$4.4M - $4.76M
|
293K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-78K- 56.77% |
$4.29M - $4.64M
|
59.4K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-72.2K- 47.07% |
$3.97M - $4.3M
|
81.2K
$4.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-64.2K- 81.03% |
$3.53M - $3.82M
|
15K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-62.2K- 99.73% |
$3.42M - $3.7M
|
171
$10.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-61.9K- 88.71% |
$3.4M - $3.68M
|
7.87K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-56K- 18.39% |
$3.08M - $3.33M
|
248K
$14.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-51.1K- 23.62% |
$2.81M - $3.04M
|
165K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-48.9K- 20.05% |
$2.69M - $2.91M
|
195K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-41.9K- 12.22% |
$2.3M - $2.49M
|
301K
$17.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-41.9K- 23.47% |
$2.3M - $2.49M
|
137K
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-41.7K- 17.56% |
$2.29M - $2.48M
|
196K
$11.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-36.6K- 10.65% |
$2.01M - $2.18M
|
307K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-36.2K- 43.59% |
$1.99M - $2.15M
|
46.9K
$2.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-36K- 60.96% |
$1.98M - $2.14M
|
23.1K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-33.9K- 5.47% |
$1.87M - $2.02M
|
587K
$34.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-31.6K- 6.27% |
$1.74M - $1.88M
|
472K
$27.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-28.5K- 15.11% |
$1.56M - $1.69M
|
160K
$9.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-28.3K- 18.57% |
$1.55M - $1.68M
|
124K
$7.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-27.5K- 83.82% |
$1.51M - $1.63M
|
5.3K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-26.3K- 21.67% |
$1.45M - $1.57M
|
95.2K
$5.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25.8K- 3.95% |
$1.42M - $1.54M
|
627K
$36.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.8K- 79.37% |
$1.42M - $1.53M
|
6.7K
$394K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-23.8K- 70.82% |
$1.31M - $1.41M
|
9.8K
$577K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.6K- 48.4% |
$1.3M - $1.4M
|
25.1K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 26.09% |
$1.28M - $1.39M
|
66.1K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-22.9K- 21.98% |
$1.26M - $1.36M
|
81.3K
$4.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-21.4K- 16.65% |
$1.18M - $1.28M
|
107K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-19.9K- 3.47% |
$1.1M - $1.19M
|
554K
$32.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18.7K- 4.9% |
$1.03M - $1.11M
|
364K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-17K- 88.88% |
$937K - $1.01M
|
2.13K
$126K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-16.9K- 33.17% |
$930K - $1.01M
|
34.1K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 18.44% |
$916K - $991K
|
73.7K
$4.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.5K- 24.31% |
$850K - $921K
|
48.2K
$2.84M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-14.7K- 9.5% |
$808K - $875K
|
140K
$8.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-14.4K- 36.58% |
$794K - $859K
|
25K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-14.3K- 13.72% |
$786K - $851K
|
89.9K
$5.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-13.9K- 18.17% |
$766K - $829K
|
62.7K
$3.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-12.5K- 22.87% |
$688K - $744K
|
42.2K
$2.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-12.3K- 80.1% |
$676K - $732K
|
3.06K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-11.7K- 22.32% |
$644K - $697K
|
40.8K
$2.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-11.4K- 61.64% |
$628K - $680K
|
7.11K
$418K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-11.1K- 16.96% |
$608K - $658K
|
54.1K
$3.19M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11K- 38.41% |
$603K - $653K
|
17.6K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 12.08% |
$572K - $619K
|
75.8K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-10.1K- 63.25% |
$556K - $602K
|
5.88K
$346K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-9.93K- 2.14% |
$546K - $591K
|
454K
$26.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.74K- 60.93% |
$535K - $579K
|
6.24K
$368K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.64K- 35.1% |
$530K - $574K
|
17.8K
$1.05M
|