Meridian Financial Partners LLC JEPI — J P MORGAN EXCHANGE-TRADED F

Ownership history in Meridian Financial Partners LLC  ·  16 quarters on record

AI Ownership Summary

Meridian Financial Partners LLC reported J P MORGAN EXCHANGE-TRADED F (JEPI) in 16 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q1. The latest visible filing shows JEPI at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JEPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meridian Financial Partners LLC's position in J P MORGAN EXCHANGE-TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

JEPI was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JEPI stock page Meridian Financial Partners LLC fund profile Meridian Financial Partners LLC full holdings
How Meridian Financial Partners LLC held JEPI — position size vs. price
% of Fund (quarterly)    JEPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 12,067 -6,461 -34.9% 0.23% $688K 2026-07-24 $56.44
2026 Q1 ADDED — — — 18,528 +12,479 +206.3% 0.40% $1.0M 2026-04-15 $56.02
2025 Q4 REDUCED 32.3% +0.2% ❌ 6,049 -2,882 -32.3% 0.14% $352K 2026-02-05 $55.88
2025 Q3 ADDED — — — 8,931 +696 +8.5% 0.21% $508K 2025-10-20 $53.45
2025 Q2 ADDED — — — 8,235 +1,237 +17.7% 0.22% $468K 2025-08-07 $51.60
2025 Q1 REDUCED 90.7% +2.1% ❌ 6,998 -68,048 -90.7% 0.20% $400K 2025-04-14 $48.88
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JEPI

As of 2026 Q2 — sorted by position size

John A. Wolfe & Associates, Inc. 18.21% Horizon Advisory Services, Inc. 15.28% CORNERSTONE ENTERPRISES, LLC 14.62% Tenzing Financial LLC 12.21% LGT Financial Advisors LLC 3Y 10.7% Cornerstone Advisory, LLC 3Y 7Y 9.74% FLOYD FINANCIAL GROUP LLC 9.39% RETIREMENT PLANNING GROUP, LLC / NY 8.22% Sulzberger Capital Advisors, Inc. 8.07% Sterling Investment Counsel, LLC 3Y 7.33%

FAQ About Meridian Financial Partners LLC and JEPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meridian Financial Partners LLC reported owning JEPI?

Meridian Financial Partners LLC reported JEPI across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported JEPI position in Meridian Financial Partners LLC's portfolio?

The largest reported portfolio weight for JEPI was 0.40% in 2026 Q1.

What is the latest reported JEPI position on this page?

The most recent filing on this page is 2026 Q2, when Meridian Financial Partners LLC reported 12,067 shares, equal to 0.23% of portfolio, with an estimated market value of $688K.

What does the chart on this JEPI ownership page compare?

The chart compares Meridian Financial Partners LLC's quarterly JEPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Meridian Financial Partners LLC time their JEPI position?

Based on 13F filing dates vs. subsequent JEPI price moves, Meridian Financial Partners LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on JEPI relative to SPY over the holding period was -4.8%.

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