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 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-73- 0.69% |
$4.06K - $4.19K
|
10.5K
$593K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-73- 0.79% |
$4.06K - $4.19K
|
9.19K
$521K
|
|
|
Oct 23, 2025
Q3 2025
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-72- 12.86% |
$4K - $4.13K
|
488
$27.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-72- 0.09% |
$4K - $4.13K
|
81.3K
$4.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-68- 1.28% |
$3.78K - $3.9K
|
5.23K
$297K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-63- 0.29% |
$3.5K - $3.61K
|
21.5K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-63- 0.49% |
$3.5K - $3.61K
|
12.7K
$722K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43- 0.07% |
$2.39K - $2.47K
|
61.1K
$3.46M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-41- 0.82% |
$2.28K - $2.35K
|
4.95K
$281K
|
|
|
Nov 04, 2025
Q3 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-33- 0.44% |
$1.84K - $1.89K
|
7.54K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-30- 0.55% |
$1.67K - $1.72K
|
5.46K
$310K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29- 0.12% |
$1.61K - $1.66K
|
23.4K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-25- 32.47% |
$1.39K - $1.43K
|
52
$2.95K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-17- 0.2% |
$945 - $975
|
8.36K
$474K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-10- 0.12% |
$556 - $574
|
8.17K
$463K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-3- 0.15% |
$167 - $172
|
2.06K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-1- 0.02% |
$55.6 - $57.4
|
4.89K
$277K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-853K- 62.71% |
$43.6M - $48.6M
|
507K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-245K- 92.48% |
$12.5M - $14M
|
19.9K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-132K- 35.13% |
$6.76M - $7.54M
|
244K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-36.6K- 77.03% |
$1.87M - $2.09M
|
10.9K
$619K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-36.1KClosed |
$1.84M - $2.06M
|
0
$0
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-30.7K- 31.85% |
$1.57M - $1.75M
|
65.6K
$3.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.6K- 62.02% |
$1.06M - $1.18M
|
12.6K
$717K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-20.2K- 28.58% |
$1.03M - $1.15M
|
50.4K
$2.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-14.7K- 80.07% |
$753K - $839K
|
3.66K
$208K
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-14.6K- 49.92% |
$746K - $831K
|
14.6K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-12.2K- 61.35% |
$626K - $698K
|
7.71K
$437K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-8.11K- 96.54% |
$415K - $462K
|
291
$16.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.16K- 2.65% |
$366K - $408K
|
263K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6.93K- 35.85% |
$354K - $395K
|
12.4K
$703K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-6.36K- 63.99% |
$325K - $363K
|
3.58K
$203K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.36K- 57.89% |
$274K - $305K
|
3.9K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-4.03K- 68.6% |
$206K - $230K
|
1.84K
$105K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-3.68K- 25.94% |
$188K - $210K
|
10.5K
$596K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.67K- 36.63% |
$188K - $209K
|
6.35K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-3.37K- 48.65% |
$172K - $192K
|
3.56K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.33K- 36.49% |
$170K - $190K
|
5.8K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.5K- 34.53% |
$128K - $142K
|
4.74K
$269K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-2.4K- 82.05% |
$123K - $137K
|
525
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
SELL
|
- |
-2.32K- 17.71% |
$118K - $132K
|
10.8K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.9K- 25.33% |
$97.2K - $108K
|
5.6K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.86K- 19.99% |
$95K - $106K
|
7.44K
$422K
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.42K- 4.16% |
$72.5K - $80.8K
|
32.7K
$1.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.41KClosed |
$71.9K - $80.1K
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 24.0% |
$60.5K - $67.5K
|
3.75K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.14K- 57.74% |
$58.2K - $64.9K
|
833
$47.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-1.13K- 19.05% |
$58K - $64.6K
|
4.82K
$273K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-1.05K- 7.09% |
$53.7K - $59.9K
|
13.8K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.01K- 10.71% |
$51.5K - $57.5K
|
8.4K
$477K
|
|