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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-17.6K- 20.73% |
$980K - $1.01M
|
67.4K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 10.2% |
$943K - $973K
|
149K
$8.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-16.8K- 12.78% |
$933K - $962K
|
114K
$6.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-16.8K- 25.91% |
$932K - $961K
|
47.9K
$2.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-16.6K- 43.24% |
$922K - $951K
|
21.8K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-16.6K- 27.61% |
$920K - $950K
|
43.4K
$2.46M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-16.6K- 8.28% |
$920K - $949K
|
183K
$10.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16.2K- 51.42% |
$899K - $927K
|
15.3K
$867K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-15.6K- 1.02% |
$865K - $892K
|
1.51M
$85.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-15.2K- 66.71% |
$844K - $870K
|
7.57K
$429K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-15.1K- 29.85% |
$838K - $865K
|
35.4K
$2.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
SELL
|
- |
-15K- 10.11% |
$836K - $863K
|
134K
$7.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.9K- 7.26% |
$828K - $854K
|
190K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-13.6K- 11.42% |
$757K - $781K
|
106K
$5.99M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Partners, LLC
|
SELL
|
- |
-13.4K- 20.02% |
$745K - $769K
|
53.5K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-13.4K- 7.08% |
$743K - $766K
|
175K
$9.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13.3K- 37.44% |
$741K - $765K
|
22.3K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-13.3K- 0.68% |
$739K - $762K
|
1.95M
$110M
|
|
|
Oct 24, 2025
Q3 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-12.6K- 3.81% |
$700K - $722K
|
318K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-12.4K- 17.12% |
$688K - $710K
|
59.9K
$3.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-12.4K- 1.96% |
$687K - $709K
|
618K
$35.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-12.3K- 3.24% |
$683K - $705K
|
367K
$20.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-12K- 28.47% |
$667K - $688K
|
30.2K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.3K- 5.44% |
$628K - $648K
|
196K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-11.3K- 40.32% |
$627K - $647K
|
16.7K
$947K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-10.7K- 6.58% |
$596K - $615K
|
152K
$8.64M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 11.01% |
$566K - $583K
|
82.2K
$4.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.1K- 10.23% |
$562K - $580K
|
88.7K
$5.03M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10K- 4.1% |
$556K - $573K
|
234K
$13.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-9.98K- 57.29% |
$555K - $573K
|
7.44K
$422K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.93K- 31.24% |
$552K - $570K
|
21.9K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-9.54K- 29.41% |
$531K - $548K
|
22.9K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.12K- 65.77% |
$507K - $523K
|
4.74K
$269K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.92K- 9.48% |
$496K - $512K
|
85.2K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-8.53K- 51.94% |
$474K - $489K
|
7.89K
$448K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-8.4K- 7.58% |
$467K - $482K
|
102K
$5.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-8.39K- 21.7% |
$467K - $481K
|
30.3K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-8.25K- 3.99% |
$459K - $473K
|
198K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.99K- 7.81% |
$444K - $459K
|
94.3K
$5.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7.91K- 10.33% |
$440K - $454K
|
68.7K
$3.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 13.36% |
$439K - $453K
|
51.2K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-7.83K- 29.24% |
$436K - $449K
|
19K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-7.53K- 99.77% |
$419K - $432K
|
17
$965
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-7.28K- 12.85% |
$405K - $417K
|
49.3K
$2.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.02K- 1.37% |
$391K - $403K
|
507K
$28.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-6.99K- 14.23% |
$389K - $401K
|
42.2K
$2.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.98K- 2.47% |
$388K - $401K
|
276K
$15.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.94K- 59.01% |
$386K - $398K
|
4.82K
$273K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-6.9K- 19.27% |
$384K - $396K
|
28.9K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-6.89K- 5.27% |
$383K - $395K
|
124K
$7.03M
|
|