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 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 28, 2026
Q4 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-383- 1.18% |
$21.4K - $22.1K
|
32.1K
$1.82M
|
|
|
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
|
|
|
Jan 16, 2026
Q4 2025
|
First Community Trust Na
|
SELL
|
- |
-228- 60.96% |
$12.8K - $13.1K
|
146
$8.28K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-180- 2.16% |
$10.1K - $10.4K
|
8.16K
$463K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-152- 2.47% |
$8.51K - $8.76K
|
6.01K
$341K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-147- 0.33% |
$8.23K - $8.47K
|
44.6K
$2.53M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-123- 2.37% |
$6.89K - $7.08K
|
5.07K
$288K
|
|
|
Jan 22, 2026
Q4 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-114- 0.17% |
$6.38K - $6.57K
|
66K
$3.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-106- 21.72% |
$5.94K - $6.11K
|
382
$21.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 21.05% |
$5.6K - $5.76K
|
375
$21.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Penbrook Management LLC
|
SELL
|
- |
-100- 2.31% |
$5.6K - $5.76K
|
4.23K
$240K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-95- 3.64% |
$5.32K - $5.47K
|
2.52K
$143K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-92- 0.22% |
$5.15K - $5.3K
|
42.5K
$2.41M
|
|
|
Jan 28, 2026
Q4 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-88- 2.13% |
$4.93K - $5.07K
|
4.05K
$230K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-88- 1.61% |
$4.93K - $5.07K
|
5.39K
$306K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-44- 33.85% |
$2.46K - $2.53K
|
86
$4.88K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-43- 0.87% |
$2.41K - $2.48K
|
4.93K
$280K
|
|
|
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
|
|
|
Jan 14, 2026
Q4 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5- 0.06% |
$280 - $288
|
8.84K
$501K
|
|
| 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
|
|
|
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
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-200K- 5.82% |
$11.1M - $11.5M
|
3.23M
$183M
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-178K- 95.02% |
$9.88M - $10.2M
|
9.31K
$528K
|
|
|
Oct 23, 2025
Q3 2025
|
Madden Securities Corp
|
SELL
|
- |
-176K- 57.29% |
$9.81M - $10.1M
|
131K
$7.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-133K- 4.36% |
$7.42M - $7.66M
|
2.93M
$166M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
SELL
|
- |
-131K- 65.46% |
$7.3M - $7.53M
|
69.2K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-100K- 30.89% |
$5.58M - $5.76M
|
225K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80.9K- 94.52% |
$4.5M - $4.64M
|
4.69K
$266K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-75.3K- 41.35% |
$4.19M - $4.32M
|
107K
$6.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-74.1K- 87.89% |
$4.12M - $4.25M
|
10.2K
$580K
|
|