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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-16.5K- 6.74% |
$901K - $952K
|
228K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-9.52KClosed |
$521K - $551K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-9.35K- 20.19% |
$512K - $541K
|
37K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.31K- 30.42% |
$510K - $539K
|
21.3K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-9.12K- 75.66% |
$499K - $527K
|
2.93K
$173K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-2.35K- 38.21% |
$129K - $136K
|
3.8K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.2K- 3.9% |
$65.7K - $69.4K
|
29.6K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-844- 8.58% |
$46.2K - $48.8K
|
8.99K
$529K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-711- 13.48% |
$38.9K - $41.1K
|
4.56K
$269K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-658- 18.62% |
$36K - $38.1K
|
2.88K
$169K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-490- 6.15% |
$26.8K - $28.4K
|
7.48K
$440K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-478- 14.91% |
$26.2K - $27.7K
|
2.73K
$161K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-471- 11.71% |
$25.8K - $27.3K
|
3.55K
$209K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-462- 18.17% |
$25.3K - $26.7K
|
2.08K
$122K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-389- 4.9% |
$21.3K - $22.5K
|
7.54K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-350- 3.68% |
$19.2K - $20.3K
|
9.15K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-300- 11.0% |
$16.4K - $17.4K
|
2.43K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-218- 1.82% |
$11.9K - $12.6K
|
11.8K
$692K
|
|
|
Apr 26, 2024
Q1 2024
|
Independent Investors Inc
|
SELL
|
- |
-150- 1.03% |
$8.21K - $8.68K
|
14.4K
$849K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-131- 24.81% |
$7.17K - $7.58K
|
397
$23.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-42Closed |
$2.3K - $2.43K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32- 0.16% |
$1.75K - $1.85K
|
19.4K
$1.14M
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
SELL
|
- |
-146K- 66.02% |
$7.51M - $8.07M
|
75K
$4.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
SELL
|
- |
-127K- 59.58% |
$6.53M - $7.02M
|
86K
$5.06M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-93.7K- 54.19% |
$4.83M - $5.19M
|
79.2K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.7K- 31.01% |
$1.17M - $1.26M
|
50.6K
$2.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-7K- 51.85% |
$361K - $387K
|
6.5K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 53.98% |
$232K - $249K
|
3.84K
$226K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.23K- 47.5% |
$218K - $234K
|
4.68K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.49K- 99.96% |
$128K - $138K
|
1
$58.9
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-1.35K- 9.05% |
$69.5K - $74.7K
|
13.6K
$799K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.2K- 69.31% |
$61.7K - $66.2K
|
530
$31.2K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-697- 7.7% |
$35.9K - $38.6K
|
8.36K
$492K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-638- 5.63% |
$32.9K - $35.3K
|
10.7K
$629K
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-598- 3.1% |
$30.8K - $33.1K
|
18.7K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-356- 24.52% |
$18.3K - $19.7K
|
1.1K
$64.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-260- 2.78% |
$13.4K - $14.4K
|
9.09K
$535K
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-246- 0.11% |
$12.7K - $13.6K
|
214K
$12.6M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-238- 17.79% |
$12.3K - $13.2K
|
1.1K
$64.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-104- 1.93% |
$5.36K - $5.75K
|
5.3K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-46- 0.39% |
$2.37K - $2.55K
|
11.8K
$697K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.17K- 48.15% |
$276K - $289K
|
5.57K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.44KClosed |
$238K - $248K
|
0
$0
|
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-3.65KClosed |
$195K - $204K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.89K- 76.89% |
$101K - $106K
|
567
$33.4K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 3.38% |
$88.8K - $92.8K
|
47.4K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 9.68% |
$53.5K - $55.9K
|
9.33K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-843- 8.25% |
$45.1K - $47.1K
|
9.37K
$552K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-800- 15.09% |
$42.8K - $44.7K
|
4.5K
$265K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-581- 11.97% |
$31.1K - $32.5K
|
4.27K
$252K
|
|