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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
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
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

Pathway Financial Advisers's JPM Position: Q1 2026 in Review

Pathway Financial Advisers reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $239K and leaving 27,937 shares worth $8.22M. The position accounts for 2.32% of the portfolio, ranked #4.

Pathway Financial Advisers first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $9.26M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pathway Financial Advisers held 27,937 shares of JPMorgan Chase worth $8.22M as of Q1 2026.
  • Pathway Financial Advisers sold 788 JPMorgan Chase shares in Q1 2026, an estimated $239K.
  • JPMorgan Chase made up 2.32% of Pathway Financial Advisers's portfolio in Q1 2026, its #4 holding.
  • Pathway Financial Advisers first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • Pathway Financial Advisers's JPMorgan Chase position peaked at $9.26M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pathway Financial Advisers's 13F filing for Q1 2026, filed 23 Apr 2026.