A detailed history of Meridian Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 17,196 shares of JEPI stock, worth $1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,196
Previous 18,229 5.67%
Holding current value
$1 Million
Previous $1.03 Million 0.97%
% of portfolio
0.05%
Previous 0.13%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$54.98 - $59.51 $56,794 - $61,473
-1,033 Reduced 5.67%
17,196 $1.02 Million
Q2 2024

Aug 08, 2024

BUY
$55.45 - $57.39 $1.01 Million - $1.05 Million
18,229 New
18,229 $1.03 Million
Q4 2023

Feb 08, 2024

BUY
$51.51 - $55.33 $59,700 - $64,127
1,159 Added 6.38%
19,314 $1.06 Million
Q3 2023

Oct 17, 2023

BUY
$53.5 - $55.92 $297,353 - $310,803
5,558 Added 44.12%
18,155 $972,000
Q2 2023

Aug 02, 2023

BUY
$53.85 - $55.4 $117,123 - $120,495
2,175 Added 20.87%
12,597 $696,000
Q1 2023

May 12, 2023

BUY
$52.13 - $55.7 $251,214 - $268,418
4,819 Added 86.01%
10,422 $569,000
Q4 2022

Feb 13, 2023

BUY
$50.88 - $56.78 $285,080 - $318,138
5,603 New
5,603 $305,000
Q2 2022

Aug 05, 2022

BUY
$52.86 - $62.23 $309,231 - $364,045
5,850 New
5,850 $324,000

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Meridian Wealth Management, LLC Portfolio

Follow Meridian Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meridian Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Meridian Wealth Management, LLC with notifications on news.