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Catalyst Funds Management’s JPMorgan Chase JPM Stock Holding History

Catalyst Funds Management’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 		$8.38M Buy
25,600
+11,307
+79% +$3.51M 0.47% 47
2026
Q1 		$4.2M Buy
14,293
+293
+2% +$88.9K 0.71% 23
2025
Q4 		$4.51M Sell
14,000
-10,200
-42% -$3.16M 1.05% 12
2025
Q3 		$7.63M Buy
+24,200
New +$7.2M 1.15% 14
2025
Q2 		– Sell
-12,600
Closed -$3.09M – 579
2025
Q1 		$3.09M Sell
12,600
-6,200
-33% -$1.58M 0.81% 21
2024
Q4 		$4.51M Sell
18,800
-100
-0.5% -$23.3K 1.1% 18
2024
Q3 		$3.99M Buy
18,900
+8,200
+77% +$1.73M 0.88% 14
2024
Q2 		$2.16M Buy
+10,700
New +$2.09M 0.58% 27

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catalyst Funds Management's JPM Position: Q2 2026 in Review

Catalyst Funds Management increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $3.51M and bringing the position to 25,600 shares worth $8.38M. The position accounts for 0.47% of the portfolio, ranked #47.

Catalyst Funds Management first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Catalyst Funds Management held 25,600 shares of JPMorgan Chase worth $8.38M as of Q2 2026.
  • Catalyst Funds Management bought 11,307 JPMorgan Chase shares in Q2 2026, an estimated $3.51M.
  • JPMorgan Chase made up 0.47% of Catalyst Funds Management's portfolio in Q2 2026, its #47 holding.
  • Catalyst Funds Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.