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 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 23, 2026
Q4 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 10.58% |
$90.6K - $93.2K
|
13.7K
$776K
|
|
|
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 26, 2026
Q4 2025
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.37K- 2.46% |
$76.9K - $79.1K
|
54.5K
$3.09M
|
|
|
Jan 27, 2026
Q4 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.97% |
$75.7K - $77.9K
|
44.2K
$2.51M
|
|
|
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 26, 2026
Q4 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.08K- 5.88% |
$60.2K - $61.9K
|
17.2K
$976K
|
|
|
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 26, 2026
Q4 2025
|
Hixon Zuercher, LLC
|
SELL
|
- |
-966- 8.37% |
$54.1K - $55.6K
|
10.6K
$600K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-929- 5.78% |
$52K - $53.5K
|
15.1K
$859K
|
|
|
Jan 26, 2026
Q4 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-813- 16.42% |
$45.5K - $46.8K
|
4.14K
$235K
|
|
|
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 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-697- 5.72% |
$39K - $40.1K
|
11.5K
$652K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-646- 0.83% |
$36.2K - $37.2K
|
77.6K
$4.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-622- 11.89% |
$34.8K - $35.8K
|
4.61K
$262K
|
|
|
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
|
|
|
Jan 27, 2026
Q4 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-531- 0.73% |
$29.7K - $30.6K
|
72.3K
$4.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-509- 2.6% |
$28.5K - $29.3K
|
19.1K
$1.08M
|
|
|
Jan 23, 2026
Q4 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-507- 4.11% |
$28.4K - $29.2K
|
11.8K
$670K
|
|
|
Jan 21, 2026
Q4 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-506- 0.79% |
$28.3K - $29.1K
|
63.4K
$3.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-489- 6.95% |
$27.4K - $28.2K
|
6.55K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-487- 6.86% |
$27.3K - $28.1K
|
6.61K
$375K
|
|
|
Jan 26, 2026
Q4 2025
|
Equity Wealth Partners, LLC
Independence, MO |
SELL
|
- |
-480- 8.83% |
$26.9K - $27.6K
|
4.96K
$281K
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-464- 0.34% |
$26K - $26.7K
|
136K
$7.74M
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-452- 1.91% |
$25.3K - $26K
|
23.2K
$1.32M
|
|
|
Jan 26, 2026
Q4 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-447- 2.13% |
$25K - $25.7K
|
20.6K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-407- 0.98% |
$22.8K - $23.4K
|
41K
$2.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-395- 0.77% |
$22.1K - $22.8K
|
50.8K
$2.88M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-301- 0.17% |
$16.9K - $17.3K
|
181K
$10.3M
|
|
|
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 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-249- 5.83% |
$13.9K - $14.3K
|
4.02K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-240- 70.59% |
$13.4K - $13.8K
|
100
$5.67K
|
|