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 $4.38 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
75,235
Previous 69,056 8.95%
Holding current value
$4.38 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
1,170
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
Track This Portfolio

Track Fermata Advisors, LLC Portfolio

Follow Fermata Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fermata Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fermata Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email