JP Morgan Chase
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JP Morgan Chase’s Patria Investments PAX Stock Holding History

JP Morgan Chase’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.61M Buy
259,879
+5,902
+2% +$64.8K ﹤0.01% 4050
2026
Q2 		$2.73M Buy
253,977
+374
+0.1% +$4.46K ﹤0.01% 3954
2026
Q1 		$3.05M Sell
253,603
-3,540
-1% -$49.8K ﹤0.01% 3764
2025
Q4 		$4.09M Sell
257,143
-13,994
-5% -$209K ﹤0.01% 3516
2025
Q3 		$3.96M Sell
271,137
-2,297
-0.8% -$32.1K ﹤0.01% 3566
2025
Q2 		$3.84M Sell
273,434
-362
-0.1% -$4.34K ﹤0.01% 3391
2025
Q1 		$3.09M Sell
273,796
-129,847
-32% -$1.51M ﹤0.01% 3548
2024
Q4 		$4.69M Sell
403,643
-38,722
-9% -$457K ﹤0.01% 3408
2024
Q3 		$4.94M Buy
442,365
+113,935
+35% +$1.35M ﹤0.01% 3227
2024
Q2 		$3.96M Sell
328,430
-78,708
-19% -$1.04M ﹤0.01% 3224
2024
Q1 		$6.04M Buy
407,138
+44,595
+12% +$654K ﹤0.01% 2937
2023
Q4 		$5.62M Buy
362,543
+4,576
+1% +$64.9K ﹤0.01% 2977
2023
Q3 		$5.22M Sell
357,967
-4,033
-1% -$59.9K ﹤0.01% 2816
2023
Q2 		$5.18M Buy
362,000
+26,794
+8% +$398K ﹤0.01% 2830
2023
Q1 		$4.96M Buy
335,206
+12,494
+4% +$190K ﹤0.01% 2829
2022
Q4 		$4.5M Sell
322,712
-6,405
-2% -$86.5K ﹤0.01% 2914
2022
Q3 		$4.3M Buy
329,117
+29,117
+10% +$407K ﹤0.01% 2870
2022
Q2 		$3.97M Sell
300,000
-18,825
-6% -$297K ﹤0.01% 2987
2022
Q1 		$5.68M Buy
318,825
+18,825
+6% +$314K ﹤0.01% 2907
2021
Q4 		$4.86M Hold
300,000
– – ﹤0.01% 3085
2021
Q3 		$4.9M Buy
300,000
+119,538
+66% +$1.94M ﹤0.01% 3042
2021
Q2 		$3.18M Buy
180,462
+170,170
+1,653% +$2.72M ﹤0.01% 3429
2021
Q1 		$179K Buy
+10,292
New +$198K ﹤0.01% 5193

Other funds holding PAX

Endure Capital Management
Endure Capital Management Austin, Texas $304M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEB Asset Management
SEB Asset Management Stockholm $27B AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase's PAX Position: Q3 2026 in Review

JP Morgan Chase increased its Patria Investments (PAX) stake by 2.3% in Q3 2026, buying an estimated $64.8K and bringing the position to 259,879 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #4050.

JP Morgan Chase first reported a position in PAX in Q1 2021 and has held it in 23 quarters since. The position peaked at $6.04M in Q1 2024. 85 funds tracked by Wall St. Rank hold PAX as of Q3 2026.

  • JP Morgan Chase held 259,879 shares of Patria Investments worth $2.61M as of Q3 2026.
  • JP Morgan Chase bought 5,902 Patria Investments shares in Q3 2026, an estimated $64.8K.
  • Patria Investments made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4050 holding.
  • JP Morgan Chase first reported a position in Patria Investments in Q1 2021 and has held it in 23 quarters since.
  • JP Morgan Chase's Patria Investments position peaked at $6.04M in Q1 2024.
  • 85 funds tracked by Wall St. Rank held Patria Investments as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.