Fermata Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Fermata Advisors, LLC

  • $484 Million
  • Q3 2024

A detailed history of Fermata Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fermata Advisors, LLC holds 6,292 shares of JEPQ stock, worth $358,455. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,292
Previous 4,529 38.93%
Holding current value
$358,455
Previous $251,000 37.45%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 09, 2024
BUY
$49.7 - $56.11 $87,621 - $98,921
1,763 Added 38.93%
6,292 $345,000
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $20,437 - $22,335
402 Added 9.74%
4,529 $251,000
Q1 2024

Apr 12, 2024
BUY
$49.02 - $54.29 $202,305 - $224,054
4,127 New
4,127 $223,000

Others Institutions Holding JEPQ

# of Institutions
629
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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