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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-473- 6.04% |
$27.2K - $28.8K
|
7.36K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-436- 0.63% |
$25.1K - $26.5K
|
68.5K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-430- 1.18% |
$24.7K - $26.2K
|
36.1K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-420- 0.61% |
$24.2K - $25.5K
|
68.5K
$3.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-415- 5.52% |
$23.9K - $25.2K
|
7.1K
$403K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-412- 2.94% |
$23.7K - $25.1K
|
13.6K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-396- 5.33% |
$22.8K - $24.1K
|
7.03K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-393- 6.94% |
$22.6K - $23.9K
|
5.27K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-381- 0.51% |
$21.9K - $23.2K
|
74.8K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-369- 3.46% |
$21.2K - $22.4K
|
10.3K
$583K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-364- 4.41% |
$20.9K - $22.1K
|
7.89K
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-362- 56.74% |
$20.8K - $22K
|
276
$15.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-341- 1.97% |
$19.6K - $20.7K
|
17K
$963K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-307- 1.03% |
$17.7K - $18.7K
|
29.4K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-300- 13.64% |
$17.3K - $18.2K
|
1.9K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-298- 1.44% |
$17.1K - $18.1K
|
20.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-295- 8.88% |
$17K - $17.9K
|
3.03K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-292- 0.22% |
$16.8K - $17.8K
|
134K
$7.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-271- 3.65% |
$15.6K - $16.5K
|
7.15K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-214- 17.63% |
$12.3K - $13K
|
1K
$56.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 0.65% |
$11.5K - $12.2K
|
30.6K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-175- 1.45% |
$10.1K - $10.6K
|
11.9K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-174- 1.04% |
$10K - $10.6K
|
16.6K
$939K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-174- 2.09% |
$10K - $10.6K
|
8.13K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-158- 1.59% |
$9.09K - $9.61K
|
9.76K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-152- 1.91% |
$8.74K - $9.25K
|
7.81K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-151- 0.21% |
$8.69K - $9.19K
|
72.4K
$4.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-150- 3.54% |
$8.63K - $9.12K
|
4.09K
$232K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-150- 0.74% |
$8.63K - $9.12K
|
20K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-140- 0.74% |
$8.05K - $8.52K
|
18.8K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-138- 0.24% |
$7.94K - $8.39K
|
58.4K
$3.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-136- 0.58% |
$7.82K - $8.27K
|
23.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-124- 0.68% |
$7.13K - $7.54K
|
18.2K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-122- 95.31% |
$7.02K - $7.42K
|
6
$340
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-113- 0.06% |
$6.5K - $6.87K
|
195K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-107- 0.62% |
$6.16K - $6.51K
|
17.2K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-105- 0.67% |
$6.04K - $6.39K
|
15.7K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-105- 0.76% |
$6.04K - $6.39K
|
13.6K
$773K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-100- 86.96% |
$5.75K - $6.08K
|
15
$850
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-72- 0.4% |
$4.14K - $4.38K
|
17.9K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-68- 0.79% |
$3.91K - $4.14K
|
8.59K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-68- 1.68% |
$3.91K - $4.14K
|
3.98K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-62- 1.03% |
$3.57K - $3.77K
|
5.95K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$87.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-55- 3.45% |
$3.16K - $3.35K
|
1.54K
$87.2K
|