Pathway Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $564K | Buy |
1,687
+183
| +12% | +$56.8K | 0.07% | 88 |
|
|
2026
Q1 | $443K | Sell |
1,504
-1,706
| -53% | -$518K | 0.05% | 100 |
|
|
2025
Q4 | $1.07M | Sell |
3,210
-109
| -3% | -$33.7K | 0.13% | 62 |
|
|
2025
Q3 | $1.05M | Buy |
3,319
+600
| +22% | +$178K | 0.14% | 60 |
|
|
2025
Q2 | $788K | Sell |
2,719
-3,353
| -55% | -$856K | 0.12% | 67 |
|
|
2025
Q1 | $1.49M | Hold |
6,072
| – | – | 0.27% | 44 |
|
|
2024
Q4 | $1.46M | Sell |
6,072
-19
| -0.3% | -$4.42K | 0.33% | 39 |
|
|
2024
Q3 | $1.28M | Sell |
6,091
-540
| -8% | -$114K | 0.33% | 41 |
|
|
2024
Q2 | $1.34M | Hold |
6,631
| – | – | 0.36% | 38 |
|
|
2024
Q1 | $1.33M | Sell |
6,631
-36
| -0.5% | -$6.5K | 0.36% | 38 |
|
|
2023
Q4 | $1.13M | Buy |
6,667
+679
| +11% | +$103K | 0.33% | 39 |
|
|
2023
Q3 | $868K | Sell |
5,988
-26
| -0.4% | -$3.9K | 0.3% | 41 |
|
|
2023
Q2 | $875K | Buy |
6,014
+4
| +0.1% | +$550 | 0.29% | 41 |
|
|
2023
Q1 | $783K | Hold |
6,010
| – | – | 0.26% | 43 |
|
|
2022
Q4 | $806K | Sell |
6,010
-238
| -4% | -$30.2K | 0.25% | 45 |
|
|
2022
Q3 | $653K | Sell |
6,248
-36
| -0.6% | -$4.13K | 0.22% | 47 |
|
|
2022
Q2 | $708K | Buy |
6,284
+238
| +4% | +$29.5K | 0.29% | 47 |
|
|
2022
Q1 | $824K | Hold |
6,046
| – | – | 0.31% | 43 |
|
|
2021
Q4 | $898K | Buy |
+6,046
| New | +$993K | 0.32% | 41 |
|
|
2021
Q1 | $962K | Buy |
5,979
+71
| +1% | +$10.2K | 0.38% | 35 |
|
|
2020
Q4 | $869K | Hold |
5,908
| – | – | 0.36% | 38 |
|
|
2020
Q3 | $573K | Sell |
5,908
-538
| -8% | -$52.8K | 0.22% | 44 |
|
|
2020
Q2 | $606K | Sell |
6,446
-1,277
| -17% | -$121K | 0.18% | 40 |
|
|
2020
Q1 | $649K | Hold |
7,723
| – | – | 0.22% | 38 |
|
|
2019
Q4 | $1.06M | Buy |
7,723
+2,901
| +60% | +$372K | 0.3% | 37 |
|
|
2019
Q3 | $629K | Sell |
4,822
-25
| -0.5% | -$2.83K | 0.18% | 49 |
|
|
2019
Q2 | $542K | Buy |
4,847
+129
| +3% | +$14.2K | 0.16% | 53 |
|
|
2019
Q1 | $478K | Hold |
4,718
| – | – | 0.15% | 54 |
|
|
2018
Q4 | $461K | Hold |
4,718
| – | – | 0.26% | 54 |
|
|
2018
Q3 | $474K | Hold |
4,718
| – | – | 0.26% | 52 |
|
|
2018
Q2 | $492K | Sell |
4,718
-11
| -0.2% | -$1.21K | 0.29% | 43 |
|
|
2018
Q1 | $520K | Sell |
4,729
-35
| -0.7% | -$3.96K | 0.3% | 44 |
|
|
2017
Q4 | $509K | Buy |
+4,764
| New | +$482K | 0.29% | 45 |
|
Other funds holding JPM
Pathway Financial Advisors's JPM Position: Q2 2026 in Review
Pathway Financial Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $56.8K and bringing the position to 1,687 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #88.
Pathway Financial Advisors first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.49M in Q1 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Pathway Financial Advisors held 1,687 shares of JPMorgan Chase worth $564K as of Q2 2026.
- Pathway Financial Advisors bought 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
- JPMorgan Chase made up 0.07% of Pathway Financial Advisors's portfolio in Q2 2026, its #88 holding.
- Pathway Financial Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
- Pathway Financial Advisors's JPMorgan Chase position peaked at $1.49M in Q1 2025.
- 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.