CFP
Catalyst Financial Partners’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
20,536
+466
| +2% | +$135K | 0.65% | 21 |
|
|
2025
Q1 | $4.92M | Buy |
20,070
+799
| +4% | +$196K | 0.91% | 19 |
|
|
2024
Q4 | $4.62M | Buy |
19,271
+256
| +1% | +$61.4K | 0.87% | 20 |
|
|
2024
Q3 | $4.01M | Buy |
19,015
+424
| +2% | +$89.4K | 0.78% | 21 |
|
|
2024
Q2 | $3.76M | Buy |
18,591
+2,272
| +14% | +$460K | 0.83% | 23 |
|
|
2024
Q1 | $2.94M | Buy |
16,319
+941
| +6% | +$169K | 0.76% | 22 |
|
|
2023
Q4 | $2.62M | Buy |
15,378
+137
| +0.9% | +$23.3K | 0.74% | 22 |
|
|
2023
Q3 | $2.21M | Buy |
15,241
+4,137
| +37% | +$600K | 0.71% | 25 |
|
|
2023
Q2 | $1.61M | Buy |
11,104
+1,249
| +13% | +$182K | 0.58% | 26 |
|
|
2023
Q1 | $1.28M | Buy |
9,855
+704
| +8% | +$91.7K | 0.55% | 29 |
|
|
2022
Q4 | $1.23M | Buy |
+9,151
| New | +$1.23M | 0.63% | 29 |
|