Fermata Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1859259 SONOMA, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,265,785

+$182,100 QoQ

Shares Held

3,867

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#3,406

of 5,058 holders

Holding Since

Mar 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fermata Advisors, LLC holds $3,009,826 across 4 Banks - Diversified names. JPM ranks #1 (42.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,867	$1,265,785
2	WFC	Wells Fargo & Company/Mn	10,124	$836,647
3	BAC	Bank Of America Corp /De/	10,602	$604,101
4	C	Citigroup Inc	2,167	$303,293

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,265,785	3,867	+5.0%	Shares	Sole	2026-07-07
2026-03-31	$1,083,685	3,684	+217.3%	Shares	Sole	2026-04-08
2025-12-31	$374,097	1,161	+5.1%	Shares	Sole	2026-01-08
2025-09-30	$348,550	1,105	-22.7%	Shares	Sole	2025-10-09
2025-06-30	$414,571	1,430	-52.7%	Shares	Sole	2025-07-09
2025-03-31	$741,296	3,022	+39.3%	Shares	Sole	2025-04-10
2024-12-31	$520,170	2,170	-1.2%	Shares	Sole	2025-01-15
2024-09-30	$463,048	2,196	+7.3%	Shares	Sole	2024-10-09
2024-06-30	$413,823	2,046	-32.3%	Shares	Sole	2024-07-12
2024-03-31	$605,106	3,021	+122.6%	Shares	Sole	2024-04-12
2023-12-31	$230,825	1,357	-3.3%	Shares	Sole	2024-01-19
2023-09-30	$203,608	1,404	-41.6%	Shares	Sole	2023-11-07
2022-06-30	$270,827	2,405	-30.6%	Shares	Sole	2022-08-09
2022-03-31	$472,212	3,464	-12.6%	Shares	Sole	2022-04-22
2021-12-31	$627,382	3,962	-4.3%	Shares	Sole	2022-02-02
2021-09-30	$677,349	4,138	-4.6%	Shares	Sole	2021-10-29
2021-06-30	$674,732	4,338	+84.0%	Shares	Sole	2021-08-10
2021-03-31	$358,958	2,358	—	Shares	Sole	2021-05-18
No filing history on record for this holder in this stock.