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

Fermata Advisors, LLC

$510 Million
Q4 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 90,850 shares of JPIE stock, worth $4.17 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

90,850

Holding current value

$4.17 Million

% of portfolio

0.81%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 14, 2025	BUY	$45.59 - $46.25 $4.14 Million - $4.2 Million	90,850 New	90,850 $4.14 Million

Others Institutions Holding JPIE

# of Institutions

273

Shares Held

41.7M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

5M
Shares

$230 Million
0.02% of portfolio
Heritage Financial Services, LLC

2.45M
Shares

$113 Million
15.27% of portfolio
Savant Capital, LLC

1.92M
Shares

$88.3 Million
0.71% of portfolio
Royal Bank Of Canada Toronto, A6

1.88M
Shares

$86.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.85M
Shares

$85.1 Million
0.01% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JPIE

More about JPIE

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