Fermata Advisors, LLC J P Morgan Exchange Traded Fd Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
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 12,276 shares of JPIE stock, worth $565,064. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,276
Previous 90,850
86.49%
Holding current value
$565,064
Previous $4.14 Million
86.37%
% of portfolio
0.11%
Previous 0.81%
Shares
2 transactions
Others Institutions Holding JPIE
# of Institutions
276Shares Held
41.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5MShares$230 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Savant Capital, LLC1.92MShares$88.5 Million0.71% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$85.2 Million0.01% of portfolio