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
2025
Q1
$4.92M Buy
2024
Q4
$4.62M Buy
2024
Q3
$4.01M Buy
2024
Q2
$3.76M Buy
2024
Q1
$2.94M Buy
2023
Q4
$2.62M Buy
2023
Q3
$2.21M Buy
2023
Q2
$1.61M Buy
2023
Q1
$1.28M Buy
2022
Q4
$1.23M Buy