Catalyst Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Catalyst Capital Advisors’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 Q2	$153K	Sell	468 -7	-1%	-$2.17K	﹤0.01%	218
2026 Q1	$140K	Sell	475 -536	-53%	-$163K	﹤0.01%	219
2025 Q4	$326K	Sell	1,011 -1,161	-53%	-$359K	0.01%	193
2025 Q3	$685K	Buy	2,172 +359	+20%	+$107K	0.01%	161
2025 Q2	$526K	Sell	1,813 -293	-14%	-$74.8K	0.01%	173
2025 Q1	$517K	Buy	2,106 +655	+45%	+$167K	0.01%	179
2024 Q4	$348K	Buy	1,451 +1,325	+1,052%	+$309K	0.01%	204
2024 Q3	$26.6K	Buy	+126	New	+$26.5K	﹤0.01%	406
2020 Q1	–	Sell	-38,900	Closed	-$5.42M	–	280
2019 Q4	$5.42M	Buy	+38,900	New	+$4.99M	0.17%	74
2019 Q3	–	Sell	-7,400	Closed	-$827K	–	453
2019 Q2	$827K	Buy	+7,400	New	+$816K	0.03%	148
2019 Q1	–	Sell	-3,000	Closed	-$293K	–	431
2018 Q4	$293K	Hold	3,000	–	–	0.01%	214
2018 Q3	$339K	Sell	3,000 -6,400	-68%	-$727K	0.01%	221
2018 Q2	$980K	Buy	9,400 +6,400	+213%	+$702K	0.03%	156
2018 Q1	$330K	Hold	3,000	–	–	0.01%	225
2017 Q4	$321K	Hold	3,000	–	–	0.01%	227
2017 Q3	$287K	Sell	3,000 -3,200	-52%	-$295K	0.01%	228
2017 Q2	$566K	Sell	6,200 -17,970	-74%	-$1.55M	0.02%	206
2017 Q1	$2.12M	Sell	24,170 -1,565	-6%	-$138K	0.11%	115
2016 Q4	$2.22M	Sell	25,735 -13,040	-34%	-$994K	0.14%	108
2016 Q3	$2.58M	Buy	38,775 +29,125	+302%	+$1.9M	0.28%	76
2016 Q2	$600K	Sell	9,650 -45,000	-82%	-$2.81M	0.11%	170
2016 Q1	$3.24M	Buy	54,650 +45,000	+466%	+$2.63M	0.54%	63
2015 Q4	$637K	Hold	9,650	–	–	0.09%	157
2015 Q3	$588K	Hold	9,650	–	–	0.08%	180
2015 Q2	$654K	Buy	+9,650	New	+$630K	0.08%	204
2014 Q2	–	Sell	-42,500	Closed	-$2.58M	–	389
2014 Q1	$2.58M	Buy	+42,500	New	+$2.46M	0.58%	69
2013 Q3	–	Sell	-1,855	Closed	-$98K	–	297
2013 Q2	$98K	Buy	+1,855	New	+$94.3K	0.08%	226

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Catalyst Capital Advisors's JPM Position: Q2 2026 in Review

Catalyst Capital Advisors reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $2.17K and leaving 468 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Catalyst Capital Advisors first reported a position in JPM in Q2 2013 and has held it in 27 quarters since. The position peaked at $5.42M in Q4 2019. 2,818 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Catalyst Capital Advisors held 468 shares of JPMorgan Chase worth $153K as of Q2 2026.
Catalyst Capital Advisors sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up ﹤0.01% of Catalyst Capital Advisors's portfolio in Q2 2026, its #218 holding.
Catalyst Capital Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 27 quarters since.
Catalyst Capital Advisors's JPMorgan Chase position peaked at $5.42M in Q4 2019.
2,818 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Catalyst Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.