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

Meriwether Wealth & Planning, LLC

  • $173 Billion
  • Q3 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 5,217 shares of JEPI stock, worth $296,012. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,217
Previous 6,212 16.02%
Holding current value
$296,012
Previous $353 Million 15.65%
% of portfolio
0.17%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$55.61 - $57.37 $55,331 - $57,083
-995 Reduced 16.02%
5,217 $298 Million
Q2 2025

Jul 11, 2025
BUY
$51.14 - $57.0 $18,972 - $21,147
371 Added 6.35%
6,212 $353 Million
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
1,433
Shares Held
333M
Call Options Held
737K
Put Options Held
636K
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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