Pathstone Holdings, LLC's ownership history for JPM

Pathstone Holdings, LLC currently holds 493.6K shares with a market value of $145.2M. It started holding JPM on 2024-09-30. At its peak, it held 493.6K shares on 2026-03-31. Its highest holding value was $157.8M on 2025-12-31. At its lowest, it held 445.0K shares on 2024-12-31, with a value of $95.3M on 2024-09-30. In the recent 180 days, Pathstone Holdings, LLC has increased its shares by 27.1K. In the recent year, Pathstone Holdings, LLC has increased its shares by 41.4K.

It has also owned 12 contracts of calls, with the market value of the underlying securities totaling $92.0K on 2025-03-31. At its peak, it held 12 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $92.0K on 2025-03-31. At its lowest, it held 12 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $92.0K on 2025-03-31.

It has also owned 4 contracts of puts, with the market value of the underlying securities totaling $0 on 2025-03-31. At its peak, it held 4 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $0 on 2025-03-31. At its lowest, it held 4 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $0 on 2025-03-31.