Latest Institutional Sells of J P Morgan Exchange Traded Fd (JPIE)
This list provides information on the latest institutional transactions involving J P Morgan Exchange Traded Fd (JPIE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-49K- 19.68% |
$2.26M - $2.28M
|
200K
$9.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30K- 96.73% |
$1.38M - $1.39M
|
1.01K
$46.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-7.02K- 5.45% |
$324K - $326K
|
122K
$5.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6.71K- 24.72% |
$310K - $312K
|
20.4K
$945K
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
SELL
|
- |
-5.23K- 50.98% |
$241K - $243K
|
5.03K
$232K
|
|
|
Jan 27, 2026
Q4 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.88K- 2.77% |
$225K - $227K
|
171K
$7.93M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.78K- 10.22% |
$221K - $222K
|
42K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.94K- 20.1% |
$136K - $137K
|
11.7K
$541K
|
|
|
Jan 21, 2026
Q4 2025
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-2.75K- 1.58% |
$127K - $128K
|
171K
$7.91M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-2.61K- 5.22% |
$121K - $121K
|
47.4K
$2.19M
|
|
|
Jan 27, 2026
Q4 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-2.44K- 5.59% |
$113K - $113K
|
41.2K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.24K- 1.23% |
$103K - $104K
|
180K
$8.32M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.1K- 19.11% |
$96.9K - $97.5K
|
8.88K
$411K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.01K- 2.78% |
$92.9K - $93.5K
|
70.2K
$3.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-779- 0.14% |
$36K - $36.2K
|
554K
$25.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-730- 0.72% |
$33.7K - $33.9K
|
100K
$4.64M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-598- 10.46% |
$27.6K - $27.8K
|
5.12K
$237K
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-495- 1.2% |
$22.9K - $23K
|
40.9K
$1.89M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-379- 37.12% |
$17.5K - $17.6K
|
642
$29.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-295- 2.13% |
$13.6K - $13.7K
|
13.6K
$627K
|
|
|
Jan 15, 2026
Q4 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-221- 2.62% |
$10.2K - $10.3K
|
8.22K
$380K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-204- 2.24% |
$9.42K - $9.48K
|
8.91K
$412K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-161- 0.8% |
$7.43K - $7.48K
|
20K
$925K
|
|
|
Jan 23, 2026
Q4 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-155- 0.3% |
$7.16K - $7.2K
|
51.1K
$2.36M
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-152- 16.49% |
$7.02K - $7.06K
|
770
$35.6K
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-58- 0.44% |
$2.68K - $2.7K
|
13.1K
$604K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
SELL
|
- |
-23- 0.47% |
$1.06K - $1.07K
|
4.83K
$223K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 15.15% |
$231 - $232
|
28
$1.29K
|
|
|
Jan 27, 2026
Q4 2025
|
Hudson Value Partners, LLC
|
SELL
|
- |
-3- 0.04% |
$139 - $139
|
7.93K
$367K
|
|
| Q3 2025 | |||||||
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-442K- 40.36% |
$20.4M - $20.6M
|
654K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-202K- 66.74% |
$9.29M - $9.4M
|
101K
$4.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
SELL
|
- |
-49.1K- 5.17% |
$2.26M - $2.29M
|
902K
$41.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.9K- 5.33% |
$1.84M - $1.86M
|
709K
$32.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-38.4K- 88.86% |
$1.77M - $1.79M
|
4.81K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-32.4K- 19.54% |
$1.49M - $1.51M
|
133K
$6.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-28.4K- 87.95% |
$1.31M - $1.32M
|
3.89K
$180K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21K- 4.23% |
$966K - $977K
|
475K
$21.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.7K- 34.22% |
$812K - $822K
|
33.9K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.4K- 21.51% |
$802K - $811K
|
63.6K
$2.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.12K- 7.27% |
$420K - $424K
|
116K
$5.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-8.47K- 7.8% |
$390K - $394K
|
100K
$4.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.01K- 55.69% |
$368K - $373K
|
6.37K
$294K
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6.87K- 6.96% |
$316K - $320K
|
91.8K
$4.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.37K- 8.97% |
$293K - $297K
|
64.6K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-5.67K- 94.91% |
$261K - $264K
|
304
$14.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.55K- 15.49% |
$209K - $212K
|
24.8K
$1.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-4.02K- 1.18% |
$185K - $187K
|
338K
$15.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-3.32K- 7.83% |
$153K - $154K
|
39K
$1.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.53K- 8.78% |
$116K - $118K
|
26.3K
$1.21M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.85K- 67.86% |
$85.2K - $86.2K
|
877
$40.5K
|
|