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

Meridian Financial Partners LLC

$198 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,139

Shares Held

271M

Call Options Held

283K

Put Options Held

338K

About J P MORGAN EXCHANGE-TRADED FD

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