Catalyst Financial Partners’s JPMorgan Chase JPM Stock Holding History

Catalyst Financial Partners’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	$7.76M	Buy	23,719 +1,049	+5%	+$326K	0.77%	22
2026 Q1	$6.67M	Buy	22,670 +487	+2%	+$148K	0.79%	21
2025 Q4	$7.15M	Buy	22,183 +1,720	+8%	+$533K	0.8%	20
2025 Q3	$6.45M	Sell	20,463 -73	-0.4%	-$21.7K	0.78%	21
2025 Q2	$5.95M	Buy	20,536 +466	+2%	+$119K	0.65%	21
2025 Q1	$4.92M	Buy	20,070 +799	+4%	+$204K	0.91%	19
2024 Q4	$4.62M	Buy	19,271 +256	+1%	+$59.6K	0.87%	20
2024 Q3	$4.01M	Buy	19,015 +424	+2%	+$89.3K	0.78%	21
2024 Q2	$3.76M	Buy	18,591 +2,272	+14%	+$444K	0.83%	23
2024 Q1	$2.94M	Buy	16,319 +941	+6%	+$170K	0.76%	22
2023 Q4	$2.62M	Buy	15,378 +137	+0.9%	+$20.8K	0.74%	22
2023 Q3	$2.21M	Buy	15,241 +4,137	+37%	+$620K	0.71%	25
2023 Q2	$1.61M	Buy	11,104 +1,249	+13%	+$172K	0.58%	26
2023 Q1	$1.28M	Buy	9,855 +704	+8%	+$96.5K	0.55%	29
2022 Q4	$1.23M	Buy	+9,151	New	+$1.16M	0.63%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catalyst Financial Partners's JPM Position: Q2 2026 in Review

Catalyst Financial Partners increased its JPMorgan Chase (JPM) stake by 4.6% in Q2 2026, buying an estimated $326K and bringing the position to 23,719 shares worth $7.76M. The position accounts for 0.77% of the portfolio, ranked #22.

Catalyst Financial Partners first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Catalyst Financial Partners held 23,719 shares of JPMorgan Chase worth $7.76M as of Q2 2026.
Catalyst Financial Partners bought 1,049 JPMorgan Chase shares in Q2 2026, an estimated $326K.
JPMorgan Chase made up 0.77% of Catalyst Financial Partners's portfolio in Q2 2026, its #22 holding.
Catalyst Financial Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.