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JPMorgan Chase & Co. shares owned by Pathstone Holdings

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-06-30 $92M 455k 202.26
2024-03-31 $91M 452k 200.30
2023-12-31 $70M 411k 171.26

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Crowdstrike Hldgs Cl A (CRWD)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Pathstone Holdings

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Capital Research and Management Company - Division 3
Wellington Management Company
Capital World Investors
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding JPMorgan Chase & Co.