JPMORGAN CHASE & CO

Ticker: JPM CUSIP: 46625H100 Class: Common Stock

Fermata Advisors, LLC's Holding History (CIK: 0001859259)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,161 Value ($000) $374 Avg Close $309.53 Range $290.54 - $330.86
Q3 2025
Shares 1,105 Value ($000) $349 Avg Close $295.93 Range $278.95 - $316.47
Q2 2025
Shares 1,430 Value ($000) $414 Avg Close $252.67 Range $200.22 - $289.84
Q1 2025
Shares 3,022 Value ($000) $741 Avg Close $250.91 Range $220.72 - $275.86
Q4 2024
Shares 2,170 Value ($000) $520 Avg Close $228.03 Range $198.89 - $249.04
Q3 2024
Shares 2,196 Value ($000) $463 Avg Close $204.96 Range $185.80 - $219.46
Q2 2024
Shares 2,046 Value ($000) $414 Avg Close $189.18 Range $173.46 - $199.28
Q1 2024
Shares 3,021 Value ($000) $605 Avg Close $173.61 Range $158.11 - $193.16
Q4 2023
Shares 1,357 Value ($000) $231 Avg Close $144.89 Range $129.30 - $163.25
Q3 2023
Shares 1,404 Value ($000) $204 Avg Close $142.31 Range $134.29 - $151.32
Q2 2022
Shares 2,405 Value ($000) $271 Avg Close $113.02 Range $101.22 - $124.46
Q1 2022
Shares 3,464 Value ($000) $473 Avg Close $133.66 Range $115.27 - $153.80
Q4 2021
Shares 3,962 Value ($000) $628 Avg Close $147.83 Range $136.71 - $155.72
Q3 2021
Shares 4,138 Value ($000) $678 Avg Close $140.29 Range $130.40 - $151.51
Q2 2021
Shares 4,338 Value ($000) $676 Avg Close $139.74 Range $130.53 - $148.99
Q1 2021
Shares 2,358 Value ($000) $360 Avg Close $127.25 Range $109.49 - $143.03