Meridian Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Meridian Wealth Management, LLC

$2.07 Billion
Q4 2024

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 19,141 shares of JEPI stock, worth $1.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,141

Previous 17,196 11.31%

Holding current value

$1.13 Million

Previous $1.02 Million 7.62%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$57.53 - $60.83 $111,895 - $118,314	1,945 Added 11.31%	19,141 $1.1 Million
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

# of Institutions

1,302

Shares Held

301M

Call Options Held

284K

Put Options Held

338K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Meridian Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History