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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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 04, 2025
Q3 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-6.74K- 49.44% |
$375K - $387K
|
6.89K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-6.68K- 8.03% |
$372K - $383K
|
76.5K
$4.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.64K- 85.42% |
$369K - $381K
|
1.13K
$64.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-6.58K- 29.02% |
$366K - $378K
|
16.1K
$913K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.44K- 19.48% |
$358K - $369K
|
26.6K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-6.34K- 4.47% |
$353K - $364K
|
136K
$7.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-6.05K- 40.68% |
$336K - $347K
|
8.82K
$501K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.74K- 3.1% |
$319K - $329K
|
179K
$10.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.71K- 3.46% |
$317K - $328K
|
159K
$9.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-5.53K- 59.52% |
$307K - $317K
|
3.76K
$213K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-5.46K- 20.21% |
$304K - $313K
|
21.6K
$1.22M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-5.37K- 8.06% |
$299K - $308K
|
61.2K
$3.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.35K- 15.41% |
$297K - $307K
|
29.4K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-5.26K- 10.46% |
$292K - $302K
|
45K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5.24K- 6.61% |
$291K - $301K
|
74K
$4.2M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-5.23K- 8.4% |
$291K - $300K
|
57.1K
$3.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.23K- 7.23% |
$291K - $300K
|
67.1K
$3.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-5.09K- 40.71% |
$283K - $292K
|
7.41K
$420K
|
|
|
Nov 05, 2025
Q3 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-4.99K- 39.68% |
$277K - $286K
|
7.58K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.91K- 0.59% |
$273K - $282K
|
824K
$46.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-4.77K- 30.36% |
$265K - $274K
|
10.9K
$621K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.71K- 4.49% |
$262K - $270K
|
100K
$5.68M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.67K- 2.92% |
$260K - $268K
|
155K
$8.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-4.66K- 1.6% |
$259K - $267K
|
287K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.52K- 19.12% |
$251K - $259K
|
19.1K
$1.08M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-4.49K- 15.38% |
$250K - $257K
|
24.7K
$1.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.44K- 6.02% |
$247K - $255K
|
69.3K
$3.93M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.39K- 47.11% |
$244K - $252K
|
4.92K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.36K- 5.92% |
$243K - $250K
|
69.3K
$3.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.21K- 1.89% |
$234K - $241K
|
218K
$12.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-4.18KClosed |
$232K - $240K
|
0
$0
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-4.17K- 83.82% |
$232K - $239K
|
806
$45.7K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.17K- 19.39% |
$232K - $239K
|
17.3K
$984K
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-4.07K- 48.03% |
$226K - $234K
|
4.41K
$250K
|
|