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Pathfinder Wealth Consulting’s JPMorgan Chase JPM Stock Holding History

Pathfinder Wealth Consulting’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,376
Closed -$1.29M – 78
2026
Q1 		$1.29M Sell
4,376
-221
-5% -$67.1K 0.83% 32
2025
Q4 		$1.48M Buy
+4,597
New +$1.42M 0.94% 26

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Pathfinder Wealth Consulting's JPM Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 4,376 shares — an estimated $1.29M sold.

Pathfinder Wealth Consulting first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $1.48M in Q4 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 4,376 JPMorgan Chase shares in Q2 2026, an estimated $1.29M.
  • Pathfinder Wealth Consulting first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's JPMorgan Chase position peaked at $1.48M in Q4 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.