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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Fermata Advisors's JPM Position: Q2 2026 in Review

Fermata Advisors increased its JPMorgan Chase (JPM) stake by 5% in Q2 2026, buying an estimated $56.8K and bringing the position to 3,867 shares worth $1.27M. The position accounts for 0.26% of the portfolio, ranked #90.

Fermata Advisors first reported a position in JPM in Q1 2021 and has held it in 18 quarters since. 878 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fermata Advisors held 3,867 shares of JPMorgan Chase worth $1.27M as of Q2 2026.
  • Fermata Advisors bought 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
  • JPMorgan Chase made up 0.26% of Fermata Advisors's portfolio in Q2 2026, its #90 holding.
  • Fermata Advisors first reported a position in JPMorgan Chase in Q1 2021 and has held it in 18 quarters since.
  • 878 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.