Back to JPM-PM
Fermata Advisors, LLC → JPM-PM
Fermata Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
26
Latest value
$378K
Q3 2026
Peak value
$13.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $374K |
| Q4 2025 | $13.2M |
| Q4 2025 | $2M |
| Q4 2025 | $813K |
| Q4 2025 | $2.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $13.8M |
| Q1 2026 | $3M |
| Q1 2026 | $815K |
| Q1 2026 | $2.8M |
| Q1 2026 | $305K |
| Q2 2026 | $1.3M |
| Q2 2026 | $13.6M |
| Q2 2026 | $3M |
| Q2 2026 | $894K |
| Q2 2026 | $3.2M |
| Q2 2026 | $427K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $365K |
| Q3 2026 | $10.4M |
| Q3 2026 | $965K |
| Q3 2026 | $3M |
| Q3 2026 | $1M |
| Q3 2026 | $2.1M |
| Q3 2026 | $378K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $378K | 3.6K | — | — |
| Q3 2026 | $2.1M | 21.8K | — | — |
| Q3 2026 | $1M | 17.0K | — | — |
| Q3 2026 | $3M | 60.0K | — | — |
| Q3 2026 | $965K | 21.5K | — | — |
| Q3 2026 | $10.4M | 185.4K | — | — |
| Q3 2026 | $365K | 8.1K | — | — |
| Q3 2026 | $1.3M | 15.4K | — | — |
| Q3 2026 | $1.4M | 4.2K | — | — |
| Q2 2026 | $427K | 3.8K | — | — |
| Q2 2026 | $3.2M | 32.6K | — | — |
| Q2 2026 | $894K | 14.5K | — | — |
| Q2 2026 | $3M | 58.8K | — | — |
| Q2 2026 | $13.6M | 240.4K | — | — |
| Q2 2026 | $1.3M | 3.9K | — | — |
| Q1 2026 | $305K | 3.8K | — | — |
| Q1 2026 | $2.8M | 32.8K | — | — |
| Q1 2026 | $815K | 14.7K | — | — |
| Q1 2026 | $3M | 59.3K | — | — |
| Q1 2026 | $13.8M | 243.8K | — | — |
| Q1 2026 | $1.1M | 3.7K | — | — |
| Q4 2025 | $2.3M | 25.0K | — | — |
| Q4 2025 | $813K | 14.0K | — | — |
| Q4 2025 | $2M | 39.1K | — | — |
| Q4 2025 | $13.2M | 230.6K | — | — |
| Q4 2025 | $374K | 1.2K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B