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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pathstone Holdings's JPM Position: Q1 2026 in Review

Pathstone Holdings increased its JPMorgan Chase (JPM) stake by 0.76% in Q1 2026, buying an estimated $1.13M and bringing the position to 493,552 shares worth $145M. The position accounts for 0.58% of the portfolio, ranked #28.

Pathstone Holdings first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $158M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pathstone Holdings held 493,552 shares of JPMorgan Chase worth $145M as of Q1 2026.
  • Pathstone Holdings bought 3,708 JPMorgan Chase shares in Q1 2026, an estimated $1.13M.
  • JPMorgan Chase made up 0.58% of Pathstone Holdings's portfolio in Q1 2026, its #28 holding.
  • Pathstone Holdings first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Pathstone Holdings's JPMorgan Chase position peaked at $158M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.