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Pathstone Family Office’s JPMorgan Chase JPM Stock Holding History

Pathstone Family Office’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
2021
Q4 		– Sell
-3,500
Closed -$32K – 936
2021
Q3 		$32K Buy
+3,500
New +$549K ﹤0.01% 854

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pathstone Family Office's JPM Position: Q3 2023 in Review

Pathstone Family Office increased its JPMorgan Chase (JPM) stake by 283% in Q3 2023, buying an estimated $26.2M and bringing the position to 236,172 shares worth $34.5M. The position accounts for 0.26% of the portfolio, ranked #65.

Pathstone Family Office first reported a position in JPM in Q2 2013 and has held it in 35 quarters since. 3,701 funds tracked by Wall St. Rank hold JPM as of Q3 2023.

  • Pathstone Family Office held 236,172 shares of JPMorgan Chase worth $34.5M as of Q3 2023.
  • Pathstone Family Office bought 174,527 JPMorgan Chase shares in Q3 2023, an estimated $26.2M.
  • JPMorgan Chase made up 0.26% of Pathstone Family Office's portfolio in Q3 2023, its #65 holding.
  • Pathstone Family Office first reported a position in JPMorgan Chase in Q2 2013 and has held it in 35 quarters since.
  • 3,701 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.