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

Meridian Financial Partners LLC

  • $189 Million
  • Q4 2024

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 9,726 shares of JEPQ stock, worth $507,210. This represents 0.29% of its overall portfolio holdings.

Number of Shares
9,726
Previous 25,572 61.97%
Holding current value
$507,210
Previous $1.41 Million 61.0%
% of portfolio
0.29%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
774
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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