Pathstone Holdings
JPM icon

Pathstone Holdings’s JPMorgan Chase JPM Stock Holding History

Pathstone Holdings’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
2025
Q3 		– Sell
-1,200
Closed -$92K – 2369
2025
Q2 		$92K Hold
1,200
– – ﹤0.01% 2123
2025
Q1 		$92K Buy
+1,200
New +$306K ﹤0.01% 2159

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pathstone Holdings's JPM Position: Q2 2026 in Review

Pathstone Holdings increased its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, buying an estimated $12.8M and bringing the position to 534,744 shares worth $175M. The position accounts for 0.51% of the portfolio, ranked #34.

Pathstone Holdings first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pathstone Holdings held 534,744 shares of JPMorgan Chase worth $175M as of Q2 2026.
  • Pathstone Holdings bought 41,192 JPMorgan Chase shares in Q2 2026, an estimated $12.8M.
  • JPMorgan Chase made up 0.51% of Pathstone Holdings's portfolio in Q2 2026, its #34 holding.
  • Pathstone Holdings first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.