Catalyst Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.95M | Buy |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $4.62M | Buy |
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|
2024
Q3 | $4.01M | Buy |
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|
2024
Q2 | $3.76M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.62M | Buy |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.23M | Buy |
|