Fermata Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Fermata Advisors, LLC

  • $484 Million
  • Q3 2024

A detailed history of Fermata Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fermata Advisors, LLC holds 75,235 shares of JEPI stock, worth $4.53 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
75,235
Previous 69,056 8.95%
Holding current value
$4.53 Million
Previous $3.91 Million 14.38%
% of portfolio
0.93%
Previous 0.94%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$54.98 - $59.51 $339,721 - $367,712
6,179 Added 8.95%
75,235 $4.48 Million
Q2 2024

Jul 12, 2024
BUY
$55.45 - $57.39 $414,100 - $428,588
7,468 Added 12.13%
69,056 $3.91 Million
Q1 2024

Apr 12, 2024
BUY
$54.75 - $57.86 $3.37 Million - $3.56 Million
61,588 New
61,588 $3.56 Million

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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