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

Meridian Financial Partners LLC

$235 Million
Q3 2025

A detailed history of Meridian Financial Partners LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meridian Financial Partners LLC holds 8,931 shares of JEPI stock, worth $506,744. This represents 0.22% of its overall portfolio holdings.

Number of Shares

8,931

Previous 8,235 8.45%

Holding current value

$506,744

Previous $468,000 8.76%

% of portfolio

0.22%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$55.61 - $57.37 $38,704 - $39,929	696 Added 8.45%	8,931 $509,000
Q2 2025 Aug 07, 2025	BUY	$51.14 - $57.0 $63,260 - $70,509	1,237 Added 17.68%	8,235 $468,000
Q1 2025 Apr 14, 2025	BUY	$56.17 - $59.71 $393,077 - $417,850	6,998 New	6,998 $400,000
Q4 2023 Jan 19, 2024	SELL	$51.51 - $55.33 $7.51 Million - $8.07 Million	-145,833 Reduced 66.02%	75,046 $4.14 Million
Q3 2023 Oct 20, 2023	BUY	$53.5 - $55.92 $509,373 - $532,414	9,521 Added 4.5%	220,879 $11.7 Million

Q2 2023 Jul 24, 2023	BUY	$53.85 - $55.4 $8.83 Million - $9.08 Million	163,955 Added 345.87%	211,358 $11.8 Million
Q1 2023 Apr 19, 2023	BUY	$52.13 - $55.7 $201,690 - $215,503	3,869 Added 8.89%	47,403 $2.6 Million
Q4 2022 Jan 20, 2023	SELL	$50.88 - $56.78 $130,151 - $145,243	-2,558 Reduced 5.55%	43,534 $2.38 Million
Q3 2022 Oct 24, 2022	BUY	$51.23 - $57.83 $100,000 - $112,884	1,952 Added 4.42%	46,092 $2.36 Million
Q2 2022 Jul 29, 2022	BUY	$52.86 - $62.23 $351,624 - $413,953	6,652 Added 17.74%	44,140 $2.51 Million
Q1 2022 May 02, 2022	BUY	$58.11 - $63.04 $226,570 - $245,792	3,899 Added 11.61%	37,488 $2.3 Million
Q4 2021 Jan 27, 2022	BUY	$59.34 - $63.61 $1.78 Million - $1.91 Million	30,027 Added 842.98%	33,589 $2.06 Million
Q3 2021 Oct 25, 2021	BUY	$59.61 - $62.63 $212,330 - $223,088	3,562 New	3,562 $215,000

Others Institutions Holding JEPI

# of Institutions

1,434

Shares Held

333M

Call Options Held

737K

Put Options Held

636K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
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Meridian Financial Partners LLC J P Morgan Exchange Traded Fd Transaction History