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Pathway Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Pathway Financial Advisors’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 		$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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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. 956 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.
  • 956 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.