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

Merit Financial Group, LLC

  • $4.59 Billion
  • Q3 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 7,564 shares of JEPI stock, worth $454,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,564
Previous 5,253 43.99%
Holding current value
$454,066
Previous $297,000 51.52%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,147
Shares Held
274M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

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