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 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.75K- 17.26% |
$210K - $216K
|
18K
$1.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.74K- 17.28% |
$210K - $216K
|
17.9K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-3.62K- 26.45% |
$203K - $209K
|
10.1K
$571K
|
|
|
Jan 21, 2026
Q4 2025
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-3.56K- 15.14% |
$199K - $205K
|
19.9K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-3.38K- 5.05% |
$189K - $195K
|
63.6K
$3.61M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-3.18K- 14.8% |
$178K - $183K
|
18.3K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-3.12K- 23.9% |
$175K - $180K
|
9.94K
$564K
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.11K- 29.6% |
$174K - $179K
|
7.4K
$420K
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-3.09K- 17.75% |
$173K - $178K
|
14.3K
$812K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-2.84K- 1.6% |
$159K - $164K
|
175K
$9.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
SELL
|
- |
-2.71K- 5.64% |
$152K - $156K
|
45.3K
$2.57M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
SELL
|
- |
-2.68K- 5.57% |
$150K - $154K
|
45.4K
$2.58M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.56K- 4.36% |
$143K - $147K
|
56.1K
$3.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.25K- 3.24% |
$126K - $129K
|
67K
$3.8M
|
|
|
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 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2K- 80.31% |
$112K - $115K
|
490
$27.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.97K- 1.47% |
$110K - $114K
|
132K
$7.47M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.93K- 16.83% |
$108K - $111K
|
9.52K
$540K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.9K- 32.88% |
$106K - $109K
|
3.87K
$220K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.89K- 9.98% |
$106K - $109K
|
17.1K
$968K
|
|
|
Jan 16, 2026
Q4 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.85K- 12.71% |
$103K - $106K
|
12.7K
$719K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.83K- 19.65% |
$103K - $106K
|
7.5K
$425K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.8K- 4.87% |
$101K - $104K
|
35.2K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.78K- 1.28% |
$99.9K - $103K
|
138K
$7.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.73K- 1.49% |
$96.9K - $99.7K
|
114K
$6.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.72K- 2.59% |
$96.2K - $99K
|
64.5K
$3.66M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.71K- 5.24% |
$95.9K - $98.6K
|
31K
$1.76M
|
|
|
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 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.56K- 26.99% |
$87.3K - $89.8K
|
4.22K
$239K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.5K- 2.19% |
$83.9K - $86.3K
|
67K
$3.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.44K- 10.72% |
$80.4K - $82.7K
|
12K
$678K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
SELL
|
- |
-1.42K- 13.43% |
$79.6K - $81.9K
|
9.17K
$520K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.26K- 1.48% |
$70.7K - $72.7K
|
83.9K
$4.76M
|
|
|
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 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 8.75% |
$60.9K - $62.7K
|
11.3K
$644K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.06K- 1.58% |
$59.4K - $61.1K
|
66K
$3.75M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 3.24% |
$56.9K - $58.5K
|
30.4K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-929- 5.78% |
$52K - $53.5K
|
15.1K
$859K
|
|
|
Jan 13, 2026
Q4 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-795- 10.39% |
$44.5K - $45.8K
|
6.86K
$389K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-782- 8.8% |
$43.8K - $45K
|
8.1K
$460K
|
|
|
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 21, 2026
Q4 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-718- 2.44% |
$40.2K - $41.4K
|
28.6K
$1.63M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-646- 0.83% |
$36.2K - $37.2K
|
77.6K
$4.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-539- 10.33% |
$30.2K - $31K
|
4.68K
$265K
|
|
|
Jan 12, 2026
Q4 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-533- 7.03% |
$29.8K - $30.7K
|
7.05K
$400K
|
|