Meriwether Wealth & Planning, LLC J P Morgan Exchange Traded Fd Transaction History

Meriwether Wealth & Planning, LLC

  • $153 Billion
  • Q1 2025

A detailed history of Meriwether Wealth & Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 5,841 shares of JEPI stock, worth $327,621. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,841
Previous 4,602 26.92%
Holding current value
$327,621
Previous $265 Million 26.06%
% of portfolio
0.22%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$56.17 - $59.71 $69,594 - $73,980
1,239 Added 26.92%
5,841 $334 Million
Q4 2024

Feb 07, 2025
BUY
$57.53 - $60.83 $264,753 - $279,939
4,602 New
4,602 $265 Million

Others Institutions Holding JEPI

# of Institutions
1,367
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
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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