Position history for Pathstone Holdings, LLC's holdings in JPMORGAN CHASE & CO
Pathstone Holdings, LLC holds 493,552 shares of JPM (JPMORGAN CHASE & CO), worth $145.2M as of 2026-Q1. The position was increased (+0.8% shares). JPM represents 0.6% of Pathstone Holdings, LLC's portfolio.
Current Value
$145.2M
Current Shares
493,552
Total Value Change
+$53.2M
Total Shares Change
+38,676
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 493,552 |
+0.8% |
| $145.2M |
| 0.6% |
| $300.26 |
43 |
| 2025-Q4 | Increased | 489,844 | +5.0% | $157.8M | 0.6% | $321.97 | 45 |
| 2025-Q3 | Increased | 466,407 | +0.9% | $147.1M | 0.6% | $312.75 | 43 |
| 2025-Q2 | Increased | 462,307 | +2.3% | $134M | 0.5% | $283.07 | 43 |
| 2025-Q1 | Increased | 452,118 | +1.6% | $110.7M | 0.5% | $237.97 | 36 |
| 2024-Q4 | Decreased | 445,041 | -1.6% | $106.7M | 0.5% | $233.31 | 0 |
| 2024-Q3 | Decreased | 452,101 | -0.6% | $95.3M | 0.4% | $203.96 | 0 |
| 2024-Q2 | Increased | 454,876 | +0.6% | $92M | 0.4% | $194.90 | 36 |