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JPMJPM
11 quarters

Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in JPMORGAN CHASE & CO

Pathstone Holdings, LLC holds 534,744 shares of JPM (JPMORGAN CHASE & CO), worth $175.4M as of 2026-Q2. The position was increased (+8.3% shares). JPM represents 0.5% of Pathstone Holdings, LLC's portfolio.

Current Value

$175.4M

Current Shares

534,744

Total Value Change

+$105.3M

Total Shares Change

+124,278

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
534,744
+8.3%
$175.4M0.5%$325.86
47
2026-Q1
Increased
493,552
+0.8%
$145.2M0.6%$300.26
43
2025-Q4
Increased
489,844
+5.0%
$157.8M0.6%$321.97
45
2025-Q3
Increased
466,407
+0.9%
$147.1M0.6%$312.75
43
2025-Q2
Increased
462,307
+2.3%
$134M0.5%$283.07
43
2025-Q1
Increased
452,118
+1.6%
$110.7M0.5%$237.97
36
2024-Q4
Decreased
445,041
-1.6%
$106.7M0.5%$233.31
0
2024-Q3
Decreased
452,101
-0.6%
$95.3M0.4%$203.96
0
2024-Q2
Increased
454,876
+0.6%
$92M0.4%$194.90
36
2024-Q1
Increased
452,275
+10.2%
$90.6M0.4%$191.89
39
2023-Q4
New
410,466
-
$70.1M0.4%$161.96
49

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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