Number of Shares
43,291.00
Current Holdings Value*
$2.32 Mil
% of Portfolio
0.62%
Total Estimate Gain
$71,383.00
% of Total Estimate Gain
0.41%

Fermata Advisors, LLC's JP MORGAN ETF TRUS Holding Summary

As of 2025-06-30, Fermata Advisors, LLC held 43,291.00 shares of JP MORGAN ETF TRUS(JBND), totaling $2.32 Mil. This investment constitutes 0.62% of their stock portfolio, and Fermata Advisors, LLC now holds 0.1% of the outstanding JP MORGAN ETF TRUS(JBND) stock.

The initial trade took place in 2025Q1. And since then Fermata Advisors, LLC has made 1 purchases of JBND, at an average price of $52.79, for a total of 333,318.00 shares. In addition, there have been 1 sales at an average price of $52.96 for 290,027.00 shares. Based on historical transaction data and JBND's current price of $53.30, Fermata Advisors, LLC's estimated gain on his JBND holdings is $71,383.00, reflecting a 0.41% gain to date.

Fermata Advisors, LLC JBND ($53.30) Holding Chart

Fermata Advisors, LLC JBND ($53.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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