Fermata Advisors
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Fermata Advisors’s JPMorgan Chase JPM Stock Holding History

Fermata Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.38M Buy
4,166
+299
+8% +$105K 0.27% 88
2026
Q2 		$1.27M Buy
3,867
+183
+5% +$56.8K 0.26% 90
2026
Q1 		$1.08M Buy
3,684
+2,523
+217% +$766K 0.24% 96
2025
Q4 		$374K Buy
1,161
+56
+5% +$17.3K 0.09% 156
2025
Q3 		$349K Sell
1,105
-325
-23% -$96.7K 0.09% 156
2025
Q2 		$414K Sell
1,430
-1,592
-53% -$406K 0.11% 144
2025
Q1 		$741K Buy
3,022
+852
+39% +$217K 0.13% 123
2024
Q4 		$520K Sell
2,170
-26
-1% -$6.06K 0.1% 138
2024
Q3 		$463K Buy
2,196
+150
+7% +$31.6K 0.09% 129
2024
Q2 		$414K Sell
2,046
-975
-32% -$191K 0.1% 126
2024
Q1 		$605K Buy
3,021
+1,664
+123% +$300K 0.14% 100
2023
Q4 		$231K Sell
1,357
-47
-3% -$7.12K 0.06% 156
2023
Q3 		$204K Buy
+1,404
New +$210K 0.06% 153
2022
Q3 		– Sell
-2,405
Closed -$271K – 144
2022
Q2 		$271K Sell
2,405
-1,059
-31% -$131K 0.09% 130
2022
Q1 		$473K Sell
3,464
-498
-13% -$73.5K 0.18% 96
2021
Q4 		$628K Sell
3,962
-176
-4% -$28.9K 0.23% 81
2021
Q3 		$678K Sell
4,138
-200
-5% -$31.4K 0.3% 60
2021
Q2 		$676K Buy
4,338
+1,980
+84% +$311K 0.39% 54
2021
Q1 		$360K Buy
+2,358
New +$339K 0.3% 53

Other funds holding JPM

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Fermata Advisors's JPM Position: Q3 2026 in Review

Fermata Advisors increased its JPMorgan Chase (JPM) stake by 7.7% in Q3 2026, buying an estimated $105K and bringing the position to 4,166 shares worth $1.38M. The position accounts for 0.27% of the portfolio, ranked #88.

Fermata Advisors first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. 1,739 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Fermata Advisors held 4,166 shares of JPMorgan Chase worth $1.38M as of Q3 2026.
  • Fermata Advisors bought 299 JPMorgan Chase shares in Q3 2026, an estimated $105K.
  • JPMorgan Chase made up 0.27% of Fermata Advisors's portfolio in Q3 2026, its #88 holding.
  • Fermata Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • 1,739 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.