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 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.78K- 1.24% |
$99K - $102K
|
142K
$8.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.75K- 0.28% |
$97.2K - $100K
|
621K
$35.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 1.42% |
$91.5K - $94.4K
|
114K
$6.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-1.64K- 0.85% |
$91.3K - $94.1K
|
191K
$10.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-1.58K- 3.41% |
$87.7K - $90.5K
|
44.6K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.57K- 10.26% |
$87.5K - $90.3K
|
13.8K
$781K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.57K- 1.53% |
$87.3K - $90.1K
|
101K
$5.74M
|
|
|
Nov 14, 2025
Q3 2025
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.52K- 8.04% |
$84.6K - $87.3K
|
17.4K
$987K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-1.52K- 6.2% |
$84.6K - $87.3K
|
23K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.46K- 2.24% |
$81.2K - $83.8K
|
63.9K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.45K- 11.26% |
$80.7K - $83.3K
|
11.4K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.42K- 0.99% |
$79.1K - $81.6K
|
142K
$8.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.4K- 9.19% |
$78.1K - $80.5K
|
13.9K
$787K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.38K- 19.23% |
$76.5K - $78.9K
|
5.78K
$328K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.37K- 4.02% |
$76.2K - $78.6K
|
32.7K
$1.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.37K- 5.48% |
$76K - $78.4K
|
23.6K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.33K- 1.92% |
$74.1K - $76.5K
|
68K
$3.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 3.53% |
$74K - $76.3K
|
36.4K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-1.32K- 2.2% |
$73.3K - $75.6K
|
58.7K
$3.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-1.27K- 0.74% |
$70.8K - $73.1K
|
171K
$9.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.23K- 4.86% |
$68.4K - $70.6K
|
24.1K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-1.2K- 8.7% |
$67K - $69.1K
|
12.6K
$717K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 5.69% |
$65.7K - $67.8K
|
19.6K
$1.11M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.18K- 5.07% |
$65.4K - $67.5K
|
22K
$1.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.18K- 13.2% |
$65.3K - $67.4K
|
7.73K
$438K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.17K- 1.12% |
$65.2K - $67.3K
|
104K
$5.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.17K- 7.73% |
$65K - $67.1K
|
14K
$792K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.16K- 8.38% |
$64.5K - $66.5K
|
12.7K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1.15K- 22.58% |
$64.1K - $66.1K
|
3.95K
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.14K- 45.43% |
$63.6K - $65.6K
|
1.37K
$77.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.14K- 3.67% |
$63.3K - $65.3K
|
29.9K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-1.13K- 6.62% |
$62.7K - $64.7K
|
15.9K
$902K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.12K- 1.67% |
$62.5K - $64.5K
|
66.3K
$3.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.12K- 8.6% |
$62.3K - $64.3K
|
11.9K
$676K
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1.1K- 2.94% |
$61.4K - $63.3K
|
36.5K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 7.95% |
$58.6K - $60.4K
|
12.2K
$692K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 3.25% |
$58.1K - $59.9K
|
31.1K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-1.02K- 2.29% |
$56.9K - $58.7K
|
43.7K
$2.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.01K- 6.5% |
$56.4K - $58.2K
|
14.6K
$828K
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1K- 13.45% |
$55.6K - $57.4K
|
6.44K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Wills Financial Group LLC
Richmond, VA |
SELL
|
- |
-996- 16.86% |
$55.4K - $57.1K
|
4.91K
$279K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-995- 16.02% |
$55.3K - $57.1K
|
5.22K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-960- 1.38% |
$53.4K - $55.1K
|
68.5K
$3.88M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-955- 11.05% |
$53.1K - $54.8K
|
7.69K
$436K
|
|
|
Nov 10, 2025
Q3 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-949- 1.97% |
$52.8K - $54.4K
|
47.3K
$2.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-938- 2.25% |
$52.2K - $53.8K
|
40.8K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-931- 9.11% |
$51.8K - $53.4K
|
9.29K
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
Corps Capital Advisors, LLC
Southlake, TX |
SELL
|
- |
-925- 13.08% |
$51.4K - $53.1K
|
6.15K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-921- 4.16% |
$51.2K - $52.8K
|
21.2K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-916- 0.81% |
$50.9K - $52.6K
|
112K
$6.38M
|
|