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 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30.7K- 12.85% |
$1.71M - $1.76M
|
208K
$11.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-29.4K- 54.54% |
$1.63M - $1.69M
|
24.5K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-29.3K- 7.74% |
$1.63M - $1.68M
|
350K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-29.1K- 26.1% |
$1.62M - $1.67M
|
82.3K
$4.67M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-27.7K- 71.92% |
$1.54M - $1.59M
|
10.8K
$614K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-26.7K- 13.95% |
$1.49M - $1.53M
|
165K
$9.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-25.4K- 12.03% |
$1.41M - $1.46M
|
186K
$10.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-25.4K- 98.68% |
$1.41M - $1.46M
|
341
$19.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-25.3K- 11.61% |
$1.41M - $1.45M
|
193K
$10.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 13.16% |
$1.3M - $1.34M
|
154K
$8.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-22.4K- 72.86% |
$1.24M - $1.28M
|
8.33K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-22.1K- 69.18% |
$1.23M - $1.27M
|
9.84K
$559K
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-21.9K- 98.69% |
$1.22M - $1.26M
|
290
$16.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-20.5K- 74.61% |
$1.14M - $1.18M
|
6.97K
$396K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-20.4K- 24.04% |
$1.13M - $1.17M
|
64.4K
$3.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19.6K- 5.81% |
$1.09M - $1.12M
|
317K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.1K- 18.37% |
$1.06M - $1.1M
|
84.9K
$4.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-18.7K- 31.69% |
$1.04M - $1.07M
|
40.2K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-17K- 10.2% |
$943K - $973K
|
149K
$8.47M
|
|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
SELL
|
- |
-13.6K- 11.42% |
$757K - $781K
|
106K
$5.99M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-13.3K- 37.44% |
$741K - $765K
|
22.3K
$1.26M
|
|
|
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
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-11.5K- 15.3% |
$637K - $657K
|
63.5K
$3.6M
|
|
|
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 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10.1K- 10.23% |
$562K - $580K
|
88.7K
$5.03M
|
|
|
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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.99K- 7.81% |
$444K - $459K
|
94.3K
$5.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-7.53K- 99.77% |
$419K - $432K
|
17
$965
|
|
|
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 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.94K- 59.01% |
$386K - $398K
|
4.82K
$273K
|
|
|
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 27, 2025
Q3 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-6.05K- 40.68% |
$336K - $347K
|
8.82K
$501K
|
|