CFM
Catalyst Funds Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,600
| Closed | -$3.09M | – | 579 |
|
|
2025
Q1 | $3.09M | Sell |
12,600
-6,200
| -33% | -$1.52M | 0.81% | 21 |
|
|
2024
Q4 | $4.51M | Sell |
18,800
-100
| -0.5% | -$24K | 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 | +$2.16M | 0.58% | 27 |
|