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 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
|
|
|
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 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
|
|
|
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
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-916- 0.81% |
$50.9K - $52.6K
|
112K
$6.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-910- 1.66% |
$50.6K - $52.2K
|
54.1K
$3.07M
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
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 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 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-600- 1.85% |
$33.4K - $34.4K
|
31.8K
$1.81M
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-592- 0.95% |
$32.9K - $34K
|
61.5K
$3.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-557- 0.67% |
$31K - $32K
|
83.1K
$4.72M
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-396- 3.12% |
$22K - $22.7K
|
12.3K
$699K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-388- 11.3% |
$21.6K - $22.3K
|
3.05K
$173K
|
|