Catalina Capital Group’s JPMorgan Chase JPM Stock Holding History

Catalina Capital Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$744K	Buy	2,528 +23	+0.9%	+$6.98K	0.44%	48
2025 Q4	$807K	Buy	2,505 +12	+0.5%	+$3.71K	0.49%	46
2025 Q3	$786K	Buy	2,493 +23	+0.9%	+$6.84K	0.48%	48
2025 Q2	$716K	Sell	2,470 -926	-27%	-$236K	0.47%	50
2025 Q1	$833K	Sell	3,396 -10,564	-76%	-$2.69M	0.54%	44
2024 Q4	$3.35M	Buy	13,960 +537	+4%	+$125K	1.1%	17
2024 Q3	$2.83M	Buy	13,423 +1,677	+14%	+$353K	0.95%	22
2024 Q2	$2.38M	Buy	11,746 +2,330	+25%	+$456K	0.89%	23
2024 Q1	$1.89M	Buy	9,416 +5,692	+153%	+$1.03M	0.78%	26
2023 Q4	$633K	Buy	+3,724	New	+$564K	0.42%	43

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catalina Capital Group's JPM Position: Q1 2026 in Review

Catalina Capital Group increased its JPMorgan Chase (JPM) stake by 0.92% in Q1 2026, buying an estimated $6.98K and bringing the position to 2,528 shares worth $744K. The position accounts for 0.44% of the portfolio, ranked #48.

Catalina Capital Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.35M in Q4 2024. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Catalina Capital Group held 2,528 shares of JPMorgan Chase worth $744K as of Q1 2026.
Catalina Capital Group bought 23 JPMorgan Chase shares in Q1 2026, an estimated $6.98K.
JPMorgan Chase made up 0.44% of Catalina Capital Group's portfolio in Q1 2026, its #48 holding.
Catalina Capital Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Catalina Capital Group's JPMorgan Chase position peaked at $3.35M in Q4 2024.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.