Fermata Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $349K | Sell |
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|
2025
Q2 | $414K | Sell |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $271K | Sell |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $628K | Sell |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $360K | Buy |
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