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
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