Merit Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Merit Financial Group, LLC holds 187,898 shares of JEPI stock, worth $10.9 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

187,898

Previous 7,564 2384.11%

Holding current value

$10.9 Million

Previous $450,000 2302.0%

% of portfolio

0.2%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$57.53 - $60.83 $10.4 Million - $11 Million	180,334 Added 2384.11%	187,898 $10.8 Million
Q3 2024 Oct 17, 2024	BUY	$54.98 - $59.51 $127,058 - $137,527	2,311 Added 43.99%	7,564 $450,000
Q2 2024 Aug 13, 2024	BUY	$55.45 - $57.39 $6,986 - $7,231	126 Added 2.46%	5,253 $297,000
Q1 2024 May 06, 2024	BUY	$54.75 - $57.86 $41,883 - $44,262	765 Added 17.54%	5,127 $296,000
Q4 2023 Feb 06, 2024	BUY	$51.51 - $55.33 $4,532 - $4,869	88 Added 2.06%	4,362 $239,000
Q3 2023 Nov 07, 2023	BUY	$53.5 - $55.92 $228,659 - $239,002	4,274 New	4,274 $228,000

Others Institutions Holding JEPI

# of Institutions

1,325

Shares Held

304M

Call Options Held

179K

Put Options Held

309K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Account

Merit Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History