Meridian Financial, LLC J P Morgan Exchange Traded Fd Transaction History

Meridian Financial, LLC

  • $184 Billion
  • Q4 2025

A detailed history of Meridian Financial, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meridian Financial, LLC holds 17,250 shares of JEPI stock, worth $978,765. This represents 0.54% of its overall portfolio holdings.

Number of Shares
17,250
Previous 10,499 64.3%
Holding current value
$978,765
Previous $599 Million 64.71%
% of portfolio
0.54%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 23, 2026
BUY
$56.0 - $57.6 $378,056 - $388,857
6,751 Added 64.3%
17,250 $987 Million
Q3 2025

Oct 20, 2025
BUY
$55.61 - $57.37 $312,472 - $322,362
5,619 Added 115.14%
10,499 $599 Million
Q2 2025

Jul 15, 2025
BUY
$51.14 - $57.0 $249,563 - $278,160
4,880 New
4,880 $277 Million

Others Institutions Holding JEPI

# of Institutions
1,444
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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