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Livermore
Livermore
ZHEN

Pathway Financial Advisors LLC

SEC CIK
0001738828
Latest filing
Jul 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Pathway Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,687
Value
$564.3K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of JPM by Pathway Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,687$564.3K0.1%+183+12.2%AddedHolders
Q1 20261,504$443.1K0.1%−1,706−53.1%ReducedHolders
Q4 20253,210$1.07M0.1%−109−3.3%ReducedHolders
Q3 20253,319$1.05M0.1%+600+22.1%AddedHolders
Q2 20252,719$788.3K0.1%−3,353−55.2%ReducedHolders
Q1 20256,072$1.49M0.3%00.0%UnchangedHolders
Q4 20246,072$1.46M0.3%−19−0.3%ReducedHolders
Q3 20246,091$1.28M0.3%−540−8.1%ReducedHolders
Q2 20246,631$1.34M0.4%00.0%UnchangedHolders
Q1 20246,631$1.33M0.4%−36−0.5%ReducedHolders
Q4 20236,667$1.13M0.3%+679+11.3%AddedHolders
Q3 20235,988$868.4K0.3%−26−0.4%ReducedHolders
Q2 20236,014$874.7K0.3%+4+0.1%AddedHolders
Q1 20236,010$783.2K0.3%00.0%UnchangedHolders
Q4 20226,010$805.9K0.2%−238−3.8%ReducedHolders
Q3 20226,248$653.0K0.2%−36−0.6%ReducedHolders
Q2 20226,284$708.0K0.3%+238+3.9%AddedHolders
Q1 20226,046$824.0K0.3%00.0%UnchangedHolders
Q4 20216,046$898.0K0.3%–No prior filingHolders
Q2 2021––––Not filedHolders
Q1 20215,979$962.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.