Pathway Financial Advisers, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2024152 AUBURN, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$9,142,326

+$924,379 QoQ

Shares Held

27,930

-0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#1,549

of 5,058 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $19,572,968 across 5 Banks - Diversified names. JPM ranks #1 (46.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	27,930	$9,142,326
2	BNS	Bank Of Nova Scotia	64,602	$5,610,037
3	RY	Royal Bank Of Canada	16,085	$3,329,112
4	TD	Toronto Dominion Bank	7,748	$940,839
5	BAC	Bank Of America Corp /De/	9,664	$550,654

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,142,326	27,930	-0.0%	Shares	Sole	2026-07-30
2026-03-31	$8,217,947	27,937	-2.7%	Shares	Sole	2026-04-23
2025-12-31	$9,255,769	28,725	-1.5%	Shares	Sole	2026-02-06
2025-09-30	$9,194,153	29,148	-8.0%	Shares	Sole	2025-11-13
2025-06-30	$9,183,768	31,678	+0.8%	Shares	Sole	2025-08-21
2025-03-31	$7,710,760	31,434	-3.5%	Shares	Sole	2025-05-09
2024-12-31	$7,809,512	32,579	+0.2%	Shares	Sole	2025-01-30
2024-09-30	$6,852,950	32,500	-5.9%	Shares	Sole	2024-10-25
2024-06-30	$6,986,290	34,542	-0.3%	Shares	Sole	2024-08-20
2024-03-31	$6,937,991	34,638	-5.4%	Shares	Sole	2024-05-29
2023-12-31	$6,228,381	36,616	+0.4%	Shares	Sole	2024-07-19
2023-09-30	$5,286,680	36,456	+1.1%	Shares	Sole	2024-07-19
2023-03-31	$4,700,382	36,072	-0.2%	Shares	Sole	2024-07-19
2022-12-31	$4,846,359	36,141	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.