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
|
Independent Advisor Alliance
|
SELL
|
- |
-1.31K- 8.97% |
$75.2K - $79.5K
|
13.3K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.3K- 5.1% |
$74.6K - $78.9K
|
24.1K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.29K- 8.68% |
$74.4K - $78.7K
|
13.6K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 3.03% |
$72K - $76.2K
|
40.1K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.22K- 3.26% |
$70.3K - $74.3K
|
36.3K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.22K- 11.68% |
$70.1K - $74.1K
|
9.21K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.21K- 24.98% |
$69.8K - $73.8K
|
3.65K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.18K- 2.09% |
$67.9K - $71.8K
|
55.3K
$3.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.16K- 3.56% |
$66.8K - $70.6K
|
31.5K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.15K- 25.08% |
$66.2K - $70K
|
3.44K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.15K- 8.53% |
$65.9K - $69.7K
|
12.3K
$696K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.14K- 53.93% |
$65.6K - $69.3K
|
974
$55.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 18.14% |
$65.6K - $69.3K
|
5.15K
$292K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-1.09K- 9.05% |
$62.7K - $66.3K
|
11K
$621K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.08K- 2.94% |
$62K - $65.6K
|
35.5K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.07K- 9.36% |
$61.3K - $64.8K
|
10.3K
$585K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.06K- 8.43% |
$61.2K - $64.7K
|
11.6K
$655K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$57.9K - $61.3K
|
92.4K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-984- 9.89% |
$56.6K - $59.9K
|
8.96K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-976- 5.6% |
$56.1K - $59.4K
|
16.4K
$932K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-957- 2.97% |
$55.1K - $58.2K
|
31.3K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-928- 1.48% |
$53.4K - $56.5K
|
61.7K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-904- 1.26% |
$52K - $55K
|
70.6K
$4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-900- 93.75% |
$51.8K - $54.7K
|
60
$3.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-893- 1.83% |
$51.4K - $54.3K
|
47.9K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-887- 1.26% |
$51K - $54K
|
69.7K
$3.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-862- 0.64% |
$49.6K - $52.4K
|
134K
$7.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-813- 1.72% |
$46.8K - $49.5K
|
46.5K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-803- 1.52% |
$46.2K - $48.8K
|
51.9K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-775- 2.43% |
$44.6K - $47.1K
|
31.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-762- 33.69% |
$43.8K - $46.4K
|
1.5K
$85K
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-741- 8.42% |
$42.6K - $45.1K
|
8.06K
$457K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-732- 7.22% |
$42.1K - $44.5K
|
9.4K
$533K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-730- 10.27% |
$42K - $44.4K
|
6.38K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-708- 2.54% |
$40.7K - $43.1K
|
27.1K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-650- 4.23% |
$37.4K - $39.5K
|
14.7K
$835K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-571- 26.77% |
$32.8K - $34.7K
|
1.56K
$88.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-537- 4.43% |
$30.9K - $32.7K
|
11.6K
$657K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-535- 3.29% |
$30.8K - $32.5K
|
15.7K
$890K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-534- 2.82% |
$30.7K - $32.5K
|
18.4K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-502- 96.54% |
$28.9K - $30.5K
|
18
$1.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-500- 13.42% |
$28.8K - $30.4K
|
3.23K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 10.78% |
$28.8K - $30.4K
|
4.14K
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-500- 4.8% |
$28.8K - $30.4K
|
9.92K
$562K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-496- 8.02% |
$28.5K - $30.2K
|
5.69K
$322K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-495- 1.59% |
$28.5K - $30.1K
|
30.7K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-494- 4.99% |
$28.4K - $30.1K
|
9.41K
$534K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-488- 0.79% |
$28.1K - $29.7K
|
61.1K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-485- 6.89% |
$27.9K - $29.5K
|
6.56K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-477- 0.35% |
$27.4K - $29K
|
136K
$7.73M
|