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
|
Private Trust CO Na
|
SELL
|
- |
-388- 11.3% |
$21.6K - $22.3K
|
3.05K
$173K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-385- 3.9% |
$21.4K - $22.1K
|
9.49K
$538K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-340- 5.04% |
$18.9K - $19.5K
|
6.4K
$363K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 10.37% |
$18.9K - $19.5K
|
2.94K
$167K
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-340- 3.89% |
$18.9K - $19.5K
|
8.41K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-333- 7.32% |
$18.5K - $19.1K
|
4.22K
$239K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-305- 3.53% |
$17K - $17.5K
|
8.34K
$473K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 1.01% |
$16.7K - $17.2K
|
29.4K
$1.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-286- 1.33% |
$15.9K - $16.4K
|
21.1K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-280- 0.43% |
$15.6K - $16.1K
|
65.5K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-274- 4.61% |
$15.2K - $15.7K
|
5.67K
$321K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-269- 2.55% |
$15K - $15.4K
|
10.3K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-267- 5.4% |
$14.8K - $15.3K
|
4.67K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-237- 1.01% |
$13.2K - $13.6K
|
23.1K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-213- 0.8% |
$11.8K - $12.2K
|
26.6K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
SELL
|
- |
-208- 0.43% |
$11.6K - $11.9K
|
47.8K
$2.71M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 9.66% |
$11.1K - $11.5K
|
1.87K
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
SELL
|
- |
-200- 2.09% |
$11.1K - $11.5K
|
9.35K
$531K
|
|
|
Nov 24, 2025
Q3 2025
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
SELL
|
- |
-194- 5.11% |
$10.8K - $11.1K
|
3.6K
$204K
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-174- 8.13% |
$9.68K - $9.98K
|
1.97K
$112K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-166- 74.44% |
$9.23K - $9.52K
|
57
$3.23K
|
|
|
Nov 17, 2025
Q3 2025
|
Ims Capital Management
|
SELL
|
- |
-159- 2.29% |
$8.84K - $9.12K
|
6.77K
$384K
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-156- 3.56% |
$8.68K - $8.95K
|
4.22K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-147- 35.51% |
$8.17K - $8.43K
|
267
$15.1K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-122- 0.25% |
$6.78K - $7K
|
49.1K
$2.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-120- 3.94% |
$6.67K - $6.88K
|
2.93K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-105- 0.07% |
$5.84K - $6.02K
|
140K
$7.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Independent Investors Inc
|
SELL
|
- |
-104- 0.68% |
$5.78K - $5.97K
|
15.2K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 4.38% |
$5.56K - $5.74K
|
2.18K
$124K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-100- 2.82% |
$5.56K - $5.74K
|
3.44K
$195K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-89- 1.25% |
$4.95K - $5.11K
|
7.05K
$400K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-79- 3.58% |
$4.39K - $4.53K
|
2.13K
$121K
|
|
|
Nov 07, 2025
Q3 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-75- 0.73% |
$4.17K - $4.3K
|
10.3K
$582K
|
|
|
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
|
|
|
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
|
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 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
|
|