J P Morgan Exchange-traded F shares owned by Merit Financial Group
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 181k | 57.10 |
| 2025-06-30 | $10M | 181k | 56.85 |
| 2025-03-31 | $11M | 194k | 57.14 |
| 2024-12-31 | $11M | 188k | 57.53 |
| 2024-09-30 | $450k | 7.6k | 59.51 |
| 2024-03-31 | $287k | 5.1k | 56.06 |
| 2023-12-31 | $240k | 4.4k | 54.98 |
| 2023-09-30 | $229k | 4.3k | 53.57 |