Skip to content
Disclosery

Pathstone Holdings, LLC: JPM position timeline

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

Pathstone Holdings, LLC held 534,744 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 534,744 shares
    Change vs previous 13F +41,192 shares

    0.51% of the 13F portfolio, value $175,365,307.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 493,552 shares
    Change vs previous 13F +3,708 shares

    0.58% of the 13F portfolio, value $145,183,297.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 489,844 shares
    Change vs previous 13F +23,437 shares

    0.61% of the 13F portfolio, value $157,837,689.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 466,407 shares
    Change vs previous 13F +4,100 shares

    0.56% of the 13F portfolio, value $147,118,475.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 462,307 shares
    Change vs previous 13F +10,189 shares

    0.53% of the 13F portfolio, value $134,031,000.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 452,118 shares
    Change vs previous 13F +7,077 shares

    0.48% of the 13F portfolio, value $110,695,488.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 445,041 shares
    Change vs previous 13F -7,060 shares

    0.47% of the 13F portfolio, value $106,706,103.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 452,101 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $95,324,120.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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