Pathstone Holdings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134M | Buy |
462,307
+10,189
| +2% | +$2.95M | 0.53% | 31 |
|
|
2025
Q1 | $111M | Buy |
452,118
+7,077
| +2% | +$1.73M | 0.48% | 31 |
|
|
2024
Q4 | $107M | Sell |
445,041
-7,060
| -2% | -$1.69M | 0.47% | 31 |
|
|
2024
Q3 | $95.3M | Sell |
452,101
-2,775
| -0.6% | -$585K | 0.42% | 36 |
|
|
2024
Q2 | $92M | Buy |
454,876
+2,601
| +0.6% | +$526K | 0.42% | 37 |
|
|
2024
Q1 | $90.6M | Buy |
452,275
+41,809
| +10% | +$8.37M | 0.42% | 37 |
|
|
2023
Q4 | $70.1M | Buy |
+410,466
| New | +$70.1M | 0.38% | 42 |
|