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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catalyst Funds Management's JPM Position: Q1 2026 in Review

Catalyst Funds Management increased its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, buying an estimated $88.9K and bringing the position to 14,293 shares worth $4.2M. The position accounts for 0.71% of the portfolio, ranked #23.

Catalyst Funds Management first reported a position in JPM in Q2 2024 and has held it in 7 quarters since. The position peaked at $7.63M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Catalyst Funds Management held 14,293 shares of JPMorgan Chase worth $4.2M as of Q1 2026.
Catalyst Funds Management bought 293 JPMorgan Chase shares in Q1 2026, an estimated $88.9K.
JPMorgan Chase made up 0.71% of Catalyst Funds Management's portfolio in Q1 2026, its #23 holding.
Catalyst Funds Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 7 quarters since.
Catalyst Funds Management's JPMorgan Chase position peaked at $7.63M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.