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 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-393K- 5.19% |
$22M - $22.6M
|
7.18M
$407M
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-392K- 79.87% |
$21.9M - $22.6M
|
98.7K
$5.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-294K- 15.1% |
$16.5M - $16.9M
|
1.65M
$93.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-272K- 42.99% |
$15.2M - $15.7M
|
361K
$20.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-268K- 34.72% |
$15M - $15.4M
|
504K
$28.6M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-219K- 76.35% |
$12.3M - $12.6M
|
67.9K
$3.85M
|
|
|
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 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-108K- 59.09% |
$6.06M - $6.23M
|
74.9K
$4.25M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-106K- 69.42% |
$5.92M - $6.09M
|
46.6K
$2.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-81.6K- 34.96% |
$4.57M - $4.7M
|
152K
$8.62M
|
|
|
Jan 28, 2026
Q4 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-64.3K- 3.17% |
$3.6M - $3.71M
|
1.96M
$111M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-47.3K- 72.99% |
$2.65M - $2.72M
|
17.5K
$992K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-46K- 56.6% |
$2.57M - $2.65M
|
35.3K
$2M
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-42K- 75.74% |
$2.35M - $2.42M
|
13.5K
$764K
|
|
|
Jan 27, 2026
Q4 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-41.6K- 89.46% |
$2.33M - $2.39M
|
4.9K
$278K
|
|
|
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 26, 2026
Q4 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-40.8K- 23.99% |
$2.28M - $2.35M
|
129K
$7.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-37.6K- 27.07% |
$2.11M - $2.17M
|
101K
$5.75M
|
|
|
Jan 27, 2026
Q4 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-34.2K- 63.93% |
$1.92M - $1.97M
|
19.3K
$1.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.9K- 31.79% |
$1.84M - $1.9M
|
70.6K
$4.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-28.8K- 19.84% |
$1.61M - $1.66M
|
116K
$6.59M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-28.2K- 63.11% |
$1.58M - $1.62M
|
16.5K
$934K
|
|
|
Jan 26, 2026
Q4 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-25.9K- 9.9% |
$1.45M - $1.49M
|
235K
$13.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-24.9K- 4.02% |
$1.4M - $1.44M
|
596K
$33.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-23.6K- 78.07% |
$1.32M - $1.36M
|
6.64K
$377K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20.8K- 4.33% |
$1.17M - $1.2M
|
461K
$26.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-20.1K- 55.59% |
$1.13M - $1.16M
|
16.1K
$911K
|
|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-18.9K- 37.06% |
$1.06M - $1.09M
|
32.1K
$1.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-18.7K- 58.61% |
$1.05M - $1.08M
|
13.2K
$750K
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-18.5K- 36.6% |
$1.04M - $1.07M
|
32.1K
$1.82M
|
|
|
Jan 21, 2026
Q4 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-17.2K- 16.85% |
$964K - $991K
|
84.9K
$4.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-16.8K- 26.01% |
$939K - $966K
|
47.7K
$2.71M
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-16.1K- 49.85% |
$904K - $930K
|
16.2K
$921K
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-15.9K- 4.35% |
$892K - $917K
|
350K
$19.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-15.9K- 81.33% |
$888K - $913K
|
3.64K
$206K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-14.4K- 30.31% |
$804K - $827K
|
33K
$1.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-13.9K- 22.68% |
$781K - $803K
|
47.6K
$2.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-13.9K- 52.74% |
$780K - $802K
|
12.5K
$708K
|
|
|
Jan 21, 2026
Q4 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13.2K- 7.54% |
$740K - $761K
|
162K
$9.19M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-13.1K- 7.28% |
$731K - $752K
|
166K
$9.44M
|
|
|
Jan 27, 2026
Q4 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-12.8K- 4.02% |
$715K - $735K
|
305K
$17.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-12.5K- 18.49% |
$698K - $718K
|
54.9K
$3.12M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 6.03% |
$676K - $695K
|
188K
$10.7M
|
|
|
Jan 26, 2026
Q4 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-11.7K- 10.04% |
$654K - $672K
|
105K
$5.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.6K- 83.05% |
$592K - $609K
|
2.16K
$122K
|
|
|
Jan 14, 2026
Q4 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 33.17% |
$560K - $576K
|
20.2K
$1.14M
|
|
|
Jan 26, 2026
Q4 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-8.99K- 19.96% |
$503K - $518K
|
36K
$2.04M
|
|
|
Jan 26, 2026
Q4 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-8.81K- 1.29% |
$494K - $508K
|
672K
$38.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-8.19K- 19.01% |
$458K - $471K
|
34.9K
$1.98M
|
|