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 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.13K- 9.59% |
$174K - $179K
|
29.5K
$1.67M
|
|
|
Nov 03, 2025
Q3 2025
|
Independence Asset Advisors, LLC
Wynnewood,, PA |
SELL
|
- |
-3.11K- 20.05% |
$173K - $178K
|
12.4K
$704K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.11K- 2.49% |
$173K - $178K
|
122K
$6.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-3.11K- 6.69% |
$173K - $178K
|
43.3K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.93K- 17.1% |
$163K - $168K
|
14.2K
$805K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
SELL
|
- |
-2.89K- 12.9% |
$161K - $166K
|
19.5K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.83K- 8.22% |
$158K - $163K
|
31.6K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.77K- 2.35% |
$154K - $159K
|
115K
$6.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.76K- 4.86% |
$153K - $158K
|
54K
$3.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.73K- 4.05% |
$152K - $157K
|
64.8K
$3.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-2.7K- 31.28% |
$150K - $155K
|
5.93K
$337K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-2.65K- 17.72% |
$148K - $152K
|
12.3K
$699K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.65K- 50.82% |
$147K - $152K
|
2.56K
$145K
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.6K- 2.77% |
$144K - $149K
|
91.1K
$5.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-2.56K- 13.93% |
$142K - $147K
|
15.8K
$896K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.53K- 9.43% |
$140K - $145K
|
24.2K
$1.38M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.45K- 0.84% |
$136K - $140K
|
288K
$16.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 15.04% |
$133K - $138K
|
13.5K
$768K
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.39K- 4.4% |
$133K - $137K
|
52K
$2.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.34K- 16.48% |
$130K - $134K
|
11.9K
$673K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.33K- 1.76% |
$129K - $134K
|
130K
$7.38M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.32K- 1.68% |
$129K - $133K
|
136K
$7.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.32K- 8.98% |
$129K - $133K
|
23.5K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.3K- 1.28% |
$128K - $132K
|
177K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-2.3K- 36.16% |
$128K - $132K
|
4.06K
$230K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.27K- 10.34% |
$126K - $130K
|
19.6K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-2.24K- 17.83% |
$125K - $129K
|
10.3K
$587K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.22K- 12.13% |
$123K - $127K
|
16.1K
$912K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.18K- 12.65% |
$121K - $125K
|
15K
$852K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.17K- 7.97% |
$121K - $124K
|
25K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.17K- 2.61% |
$120K - $124K
|
80.8K
$4.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
SELL
|
- |
-2.16K- 8.93% |
$120K - $124K
|
22.1K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.14K- 0.5% |
$119K - $123K
|
423K
$24M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-2.13K- 20.51% |
$118K - $122K
|
8.24K
$468K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.12K- 14.81% |
$118K - $122K
|
12.2K
$692K
|
|
|
Nov 14, 2025
Q3 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.08K- 22.12% |
$116K - $119K
|
7.32K
$415K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.06K- 1.4% |
$114K - $118K
|
145K
$8.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2K- 25.5% |
$111K - $115K
|
5.85K
$332K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2K- 8.25% |
$111K - $115K
|
22.2K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 23.79% |
$109K - $112K
|
6.28K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-1.95K- 7.59% |
$108K - $112K
|
23.8K
$1.35M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.95K- 25.22% |
$108K - $112K
|
5.77K
$327K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 9.33% |
$107K - $110K
|
18.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-1.9K- 18.0% |
$106K - $109K
|
8.66K
$491K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
SELL
|
- |
-1.86K- 14.42% |
$103K - $107K
|
11K
$626K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.86K- 53.2% |
$103K - $106K
|
1.63K
$92.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.85K- 6.54% |
$103K - $106K
|
26.4K
$1.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-1.84K- 22.7% |
$103K - $106K
|
6.28K
$356K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.83K- 30.0% |
$102K - $105K
|
4.27K
$242K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-1.81K- 8.68% |
$101K - $104K
|
19.1K
$1.08M
|
|