Fermata Advisors, LLC JEPI Holdings History
Fermata Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 216,896.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $12.33 Mil. This investment constitutes 3.3% of their stock portfolio, and Fermata Advisors, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Fermata Advisors, LLC has made 6 purchases of JEPI, at an average price of $57.85, for a total of 216,896.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Fermata Advisors, LLC's estimated gain on his JEPI holdings is $-150,881.94, reflecting a -1.20% gain to date.
Fermata Advisors, LLC JEPI ($57.15) Holding Chart
Fermata Advisors, LLC JEPI ($57.15) 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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