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
|
Herold Advisors, Inc.
|
SELL
|
- |
-910- 1.66% |
$50.6K - $52.2K
|
54.1K
$3.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-900- 9.74% |
$50K - $51.6K
|
8.34K
$473K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-900- 32.14% |
$50K - $51.6K
|
1.9K
$108K
|
|
|
Oct 28, 2025
Q3 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-885- 35.4% |
$49.2K - $50.8K
|
1.62K
$91.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-864- 74.55% |
$48K - $49.6K
|
295
$16.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-857- 1.04% |
$47.7K - $49.2K
|
81.2K
$4.61M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-844- 3.5% |
$46.9K - $48.4K
|
23.3K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-816- 1.36% |
$45.4K - $46.8K
|
59.4K
$3.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Sepio Capital, LP
|
SELL
|
- |
-810- 14.92% |
$45K - $46.5K
|
4.62K
$262K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-800- 6.81% |
$44.5K - $45.9K
|
11K
$621K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-774- 1.77% |
$43K - $44.4K
|
43.1K
$2.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-771- 10.57% |
$42.9K - $44.2K
|
6.53K
$370K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-768- 2.44% |
$42.7K - $44.1K
|
30.7K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-762- 6.82% |
$42.4K - $43.7K
|
10.4K
$591K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-750- 17.36% |
$41.7K - $43K
|
3.57K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-749- 5.11% |
$41.7K - $43K
|
13.9K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
SELL
|
- |
-748- 1.32% |
$41.6K - $42.9K
|
55.9K
$3.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-742- 12.02% |
$41.3K - $42.6K
|
5.43K
$308K
|
|
|
Nov 14, 2025
Q3 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-728- 9.47% |
$40.5K - $41.8K
|
6.96K
$395K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-713- 6.31% |
$39.6K - $40.9K
|
10.6K
$601K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-700- 12.9% |
$38.9K - $40.2K
|
4.73K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-694- 8.93% |
$38.6K - $39.8K
|
7.08K
$402K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-653- 21.93% |
$36.3K - $37.5K
|
2.32K
$132K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-643- 2.51% |
$35.8K - $36.9K
|
25K
$1.42M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-622- 0.49% |
$34.6K - $35.7K
|
126K
$7.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-621- 1.7% |
$34.5K - $35.6K
|
35.8K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-617- 0.26% |
$34.3K - $35.4K
|
241K
$13.7M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-604- 2.71% |
$33.6K - $34.7K
|
21.7K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 1.85% |
$33.4K - $34.4K
|
31.8K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-593- 12.71% |
$33K - $34K
|
4.07K
$231K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-592- 0.95% |
$32.9K - $34K
|
61.5K
$3.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-560- 1.59% |
$31.1K - $32.1K
|
34.6K
$1.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-557- 0.67% |
$31K - $32K
|
83.1K
$4.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-554- 5.87% |
$30.8K - $31.8K
|
8.89K
$504K
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-544- 2.51% |
$30.3K - $31.2K
|
21.1K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-515- 4.97% |
$28.6K - $29.5K
|
9.85K
$559K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-513- 5.78% |
$28.5K - $29.4K
|
8.37K
$475K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-513- 1.37% |
$28.5K - $29.4K
|
36.9K
$2.09M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-507- 31.91% |
$28.2K - $29.1K
|
1.08K
$61.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-500- 13.19% |
$27.8K - $28.7K
|
3.29K
$187K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-500- 7.76% |
$27.8K - $28.7K
|
5.95K
$337K
|
|
|
Oct 07, 2025
Q3 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-478- 11.69% |
$26.6K - $27.4K
|
3.61K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-472- 0.8% |
$26.2K - $27.1K
|
58.3K
$3.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-463- 1.45% |
$25.7K - $26.6K
|
31.4K
$1.78M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-446- 1.35% |
$24.8K - $25.6K
|
32.5K
$1.85M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-445- 1.61% |
$24.7K - $25.5K
|
27.2K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-437- 2.19% |
$24.3K - $25.1K
|
19.5K
$1.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-434- 3.14% |
$24.1K - $24.9K
|
13.4K
$760K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-413- 3.21% |
$23K - $23.7K
|
12.5K
$707K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-410- 0.12% |
$22.8K - $23.5K
|
330K
$18.7M
|
|