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Disclosery

Pathway Financial Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pathway Financial Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Pathway Financial Advisors LLC held 1,689 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,689 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $558,798.

    13F-HR 0001738828-26-000008 filed by Pathway Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,687 shares
    Change vs previous 13F +183 shares

    0.07% of the 13F portfolio, value $564,251.

    13F-HR 0001738828-26-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,504 shares
    Change vs previous 13F -1,706 shares

    0.05% of the 13F portfolio, value $443,078.

    13F-HR 0001738828-26-000005 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,210 shares
    Change vs previous 13F -109 shares

    0.13% of the 13F portfolio, value $1,074,098.

    13F-HR 0001738828-26-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,319 shares
    Change vs previous 13F +600 shares

    0.14% of the 13F portfolio, value $1,046,912.

    13F-HR 0001738828-25-000009 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,719 shares
    Change vs previous 13F -3,353 shares

    0.12% of the 13F portfolio, value $788,265.

    13F-HR 0001738828-25-000006 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,072 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,489,462.

    13F-HR 0001738828-25-000003 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,072 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,455,519.

    13F-HR 0001738828-25-000001 filed by Pathway Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).