Catalyst Capital Advisors’s JPMorgan Chase JPM Stock Holding History
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
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. 5,155 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.
- 5,155 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.