Pathway Financial Advisers’s JPMorgan Chase JPM Stock Holding History

Pathway Financial Advisers’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	$9.14M	Sell	27,930 -7	-0%	-$2.17K	2.3%	5
2026 Q1	$8.22M	Sell	27,937 -788	-3%	-$239K	2.32%	4
2025 Q4	$9.26M	Sell	28,725 -423	-1%	-$131K	2.68%	3
2025 Q3	$9.14M	Sell	29,148 -2,530	-8%	-$752K	2.67%	2
2025 Q2	$9.18M	Buy	31,678 +244	+0.8%	+$62.3K	2.97%	2
2025 Q1	$7.71M	Sell	31,434 -1,145	-4%	-$292K	2.64%	2
2024 Q4	$7.81M	Buy	32,579 +79	+0.2%	+$18.4K	2.62%	3
2024 Q3	$6.85M	Sell	32,500 -2,042	-6%	-$430K	3.1%	1
2024 Q2	$6.96M	Sell	34,542 -96	-0.3%	-$18.8K	2.49%	3
2024 Q1	$6.94M	Sell	34,638 -1,978	-5%	-$357K	2.5%	2
2023 Q4	$6.23M	Buy	36,616 +160	+0.4%	+$24.2K	2.37%	2
2023 Q3	$5.29M	Buy	+36,456	New	+$5.46M	2.18%	4
2023 Q1	$4.7M	Sell	36,072 -69	-0.2%	-$9.45K	1.89%	8
2022 Q4	$4.85M	Buy	+36,141	New	+$4.58M	1.96%	7

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pathway Financial Advisers's JPM Position: Q2 2026 in Review

Pathway Financial Advisers reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $2.17K and leaving 27,930 shares worth $9.14M. The position accounts for 2.3% of the portfolio, ranked #5.

Pathway Financial Advisers first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.26M in Q4 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Pathway Financial Advisers held 27,930 shares of JPMorgan Chase worth $9.14M as of Q2 2026.
Pathway Financial Advisers sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 2.3% of Pathway Financial Advisers's portfolio in Q2 2026, its #5 holding.
Pathway Financial Advisers first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Pathway Financial Advisers's JPMorgan Chase position peaked at $9.26M in Q4 2025.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pathway Financial Advisers's 13F filing for Q2 2026, filed 30 Jul 2026.