Fermata Advisors, LLC's ownership history for JPM

Fermata Advisors, LLC currently holds 3.7K shares with a market value of $1.1M. It started holding JPM on 2024-09-30. At its peak, it held 3.7K shares on 2026-03-31. Its highest holding value was $1.1M on 2026-03-31. At its lowest, it held 1.1K shares on 2025-09-30, with a value of $348.6K on 2025-09-30. In the recent 180 days, Fermata Advisors, LLC has increased its shares by 2.6K. In the recent year, Fermata Advisors, LLC has increased its shares by 662.