Meridian Financial Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Meridian Financial Partners LLC

$235 Million
Q3 2025

A detailed history of Meridian Financial Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Meridian Financial Partners LLC holds 11,602 shares of JEPQ stock, worth $670,827. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,602

Previous 12,477 7.01%

Holding current value

$670,827

Previous $679,000 1.77%

% of portfolio

0.28%

Previous 0.32%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	SELL	$53.81 - $57.52 $47,083 - $50,330	-875 Reduced 7.01%	11,602 $667,000
Q2 2025 Aug 07, 2025	BUY	$45.88 - $54.4 $106,074 - $125,772	2,312 Added 22.74%	12,477 $679,000
Q1 2025 Apr 14, 2025	BUY	$51.45 - $58.51 $22,586 - $25,685	439 Added 4.51%	10,165 $526,000
Q4 2024 Jan 14, 2025	SELL	$53.94 - $58.15 $854,733 - $921,444	-15,846 Reduced 61.97%	9,726 $548,000
Q3 2024 Oct 17, 2024	SELL	$49.7 - $56.11 $679,796 - $767,472	-13,678 Reduced 34.85%	25,572 $1.41 Million

Q2 2024 Jul 19, 2024	SELL	$50.84 - $55.56 $228,322 - $249,519	-4,491 Reduced 10.27%	39,250 $2.14 Million
Q1 2024 Apr 17, 2024	SELL	$49.02 - $54.29 $1.08 Million - $1.2 Million	-22,055 Reduced 33.52%	43,741 $2.31 Million
Q4 2023 Jan 19, 2024	SELL	$45.1 - $50.32 $563,795 - $629,050	-12,501 Reduced 15.97%	65,796 $3.35 Million
Q3 2023 Oct 20, 2023	BUY	$46.47 - $49.43 $8,364 - $8,897	180 Added 0.23%	78,297 $3.67 Million
Q2 2023 Jul 24, 2023	SELL	$44.13 - $48.37 $9,134 - $10,012	-207 Reduced 0.26%	78,117 $3.81 Million
Q1 2023 Apr 19, 2023	BUY	$40.25 - $45.09 $7,486 - $8,386	186 Added 0.24%	78,324 $3.53 Million
Q4 2022 Jan 20, 2023	BUY	$40.31 - $44.62 $69,615 - $77,058	1,727 Added 2.26%	78,138 $3.29 Million
Q3 2022 Oct 24, 2022	BUY	$41.65 - $49.9 $79,051 - $94,710	1,898 Added 2.55%	76,411 $3.11 Million
Q2 2022 Jul 29, 2022	BUY	$44.06 - $51.1 $3.28 Million - $3.81 Million	74,513 New	74,513 $3.62 Million

Others Institutions Holding JEPQ

# of Institutions

910

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Meridian Financial Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History