A detailed history of Pathstone Holdings, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Pathstone Holdings, LLC holds 452,101 shares of JPM stock, worth $107 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
452,101
Previous 454,876 0.61%
Holding current value
$107 Million
Previous $92 Million 3.58%
% of portfolio
0.43%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$194.9 - $224.8 $540,847 - $623,820
-2,775 Reduced 0.61%
452,101 $95.3 Million
Q2 2024

Aug 14, 2024

BUY
$180.08 - $204.79 $468,388 - $532,658
2,601 Added 0.58%
454,876 $92 Million
Q1 2024

May 13, 2024

BUY
$167.09 - $200.3 $6.99 Million - $8.37 Million
41,809 Added 10.19%
452,275 $90.6 Million
Q4 2023

Feb 14, 2024

BUY
$135.69 - $170.3 $55.7 Million - $69.9 Million
410,466 New
410,466 $69.8 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $697B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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