Merit Financial Group, LLC's ownership history for JEPI


Merit Financial Group, LLC currently holds 181.0K shares with a market value of $10.4M. It started holding JEPI on 2024-09-30. At its peak, it held 194.2K shares on 2025-03-31. Its highest holding value was $11.1M on 2025-03-31. At its lowest, it held 7.6K shares on 2024-09-30, with a value of $450.1K on 2024-09-30. In the recent 180 days, Merit Financial Group, LLC has increased its shares by 44. In the recent year, Merit Financial Group, LLC has decreased its shares by 6.9K.


Merit Financial Group, LLC's ownership history for JEPI