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

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

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 8,377 shares of JEPQ stock, worth $408,294. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,377
Previous 6,360 31.71%
Holding current value
$408,294
Previous $358,000 21.23%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $103,774 - $118,014
2,017 Added 31.71%
8,377 $434,000
Q4 2024

Jan 14, 2025
BUY
$53.94 - $58.15 $3,667 - $3,954
68 Added 1.08%
6,360 $358,000
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
782
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
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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