Catalyst Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
2,107
+41
| +2% | +$11.9K | 0.27% | 46 |
|
|
2025
Q1 | $507K | Buy |
2,066
+11
| +0.5% | +$2.7K | 0.25% | 45 |
|
|
2024
Q4 | $493K | Buy |
2,055
+71
| +4% | +$17K | 0.22% | 52 |
|
|
2024
Q3 | $418K | Sell |
1,984
-131
| -6% | -$27.6K | 0.21% | 55 |
|
|
2024
Q2 | $428K | Sell |
2,115
-25
| -1% | -$5.06K | 0.23% | 57 |
|
|
2024
Q1 | $429K | Buy |
2,140
+49
| +2% | +$9.82K | 0.22% | 57 |
|
|
2023
Q4 | $356K | Hold |
2,091
| – | – | 0.17% | 61 |
|
|
2023
Q3 | $303K | Buy |
2,091
+64
| +3% | +$9.28K | 0.18% | 58 |
|
|
2023
Q2 | $295K | Sell |
2,027
-534
| -21% | -$77.7K | 0.18% | 58 |
|
|
2023
Q1 | $334K | Buy |
2,561
+190
| +8% | +$24.8K | 0.23% | 62 |
|
|
2022
Q4 | $318K | Buy |
+2,371
| New | +$318K | 0.26% | 57 |
|
|
2020
Q4 | – | Sell |
-560
| Closed | -$54K | – | 172 |
|
|
2020
Q3 | $54K | Buy |
+560
| New | +$54K | 0.05% | 108 |
|