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 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-392K- 79.87% |
$21.9M - $22.6M
|
98.7K
$5.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139K- 9.16% |
$7.76M - $7.98M
|
1.37M
$78M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-135K- 70.02% |
$7.55M - $7.77M
|
57.7K
$3.28M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-81.6K- 34.96% |
$4.57M - $4.7M
|
152K
$8.62M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-47.3K- 72.99% |
$2.65M - $2.72M
|
17.5K
$992K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-41.4K- 40.83% |
$2.32M - $2.39M
|
60K
$3.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16.8K- 26.01% |
$939K - $966K
|
47.7K
$2.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.5K- 18.49% |
$698K - $718K
|
54.9K
$3.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.19K- 19.01% |
$458K - $471K
|
34.9K
$1.98M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-7.93K- 3.01% |
$444K - $457K
|
255K
$14.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-5.09K- 4.11% |
$285K - $293K
|
119K
$6.74M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-4.8K- 20.87% |
$269K - $277K
|
18.2K
$1.03M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4.09K- 17.34% |
$229K - $235K
|
19.5K
$1.11M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.75K- 17.26% |
$210K - $216K
|
18K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.62K- 26.45% |
$203K - $209K
|
10.1K
$571K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.09K- 17.75% |
$173K - $178K
|
14.3K
$812K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.56K- 4.36% |
$143K - $147K
|
56.1K
$3.18M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.17K- 32.34% |
$121K - $125K
|
4.53K
$257K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-2.1K- 6.53% |
$118K - $121K
|
30.1K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 16.83% |
$108K - $111K
|
9.52K
$540K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.89K- 9.98% |
$106K - $109K
|
17.1K
$968K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.59K- 1.75% |
$89.2K - $91.8K
|
89.5K
$5.08M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.57K- 19.15% |
$87.7K - $90.2K
|
6.61K
$375K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.53% |
$69.3K - $71.3K
|
47.6K
$2.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.16K- 4.65% |
$65.2K - $67K
|
23.9K
$1.36M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-929- 5.78% |
$52K - $53.5K
|
15.1K
$859K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-738- 63.29% |
$41.3K - $42.5K
|
428
$24.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-725- 1.13% |
$40.6K - $41.8K
|
63.7K
$3.61M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-724- 0.36% |
$40.5K - $41.7K
|
198K
$11.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-646- 0.83% |
$36.2K - $37.2K
|
77.6K
$4.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-288- 1.28% |
$16.1K - $16.6K
|
22.2K
$1.26M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-147- 0.33% |
$8.23K - $8.47K
|
44.6K
$2.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.31% |
$5.6K - $5.76K
|
4.23K
$240K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-40- 0.78% |
$2.24K - $2.3K
|
5.08K
$288K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-28- 0.62% |
$1.57K - $1.61K
|
4.46K
$253K
|
|
| Q3 2025 | |||||||
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20M- 70.84% |
$1.11B - $1.15B
|
8.22M
$466M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-3.23M- 98.58% |
$180M - $185M
|
46.7K
$2.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-897K- 10.6% |
$49.9M - $51.5M
|
7.57M
$429M
|
|
|
Nov 21, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-811K- 97.46% |
$45.1M - $46.5M
|
21.1K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-525K- 15.63% |
$29.2M - $30.1M
|
2.83M
$161M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-435K- 29.27% |
$24.2M - $25M
|
1.05M
$59.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-430K- 31.1% |
$23.9M - $24.7M
|
953K
$54.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-427K- 1.28% |
$23.7M - $24.5M
|
32.9M
$1.87B
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-336K- 6.6% |
$18.7M - $19.3M
|
4.76M
$270M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-277K- 90.92% |
$15.4M - $15.9M
|
27.7K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-275K- 66.47% |
$15.3M - $15.8M
|
139K
$7.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Melia Wealth LLC
Tulsa, OK |
SELL
|
- |
-260K- 40.36% |
$14.5M - $14.9M
|
385K
$21.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-247K- 96.88% |
$13.7M - $14.2M
|
7.96K
$452K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-244K- 72.53% |
$13.6M - $14M
|
92.5K
$5.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-213K- 38.42% |
$11.8M - $12.2M
|
341K
$19.4M
|
|