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Catalyst Private Wealth’s JPMorgan Chase JPM Stock Holding History

Catalyst Private Wealth’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 		$788K Buy
2,407
+47
+2% +$14.6K 0.38% 39
2026
Q1 		$694K Buy
2,360
+57
+2% +$17.3K 0.38% 41
2025
Q4 		$742K Buy
2,303
+103
+5% +$31.9K 0.32% 39
2025
Q3 		$694K Buy
2,200
+93
+4% +$27.7K 0.3% 42
2025
Q2 		$611K Buy
2,107
+41
+2% +$10.5K 0.27% 46
2025
Q1 		$507K Buy
2,066
+11
+0.5% +$2.8K 0.25% 45
2024
Q4 		$493K Buy
2,055
+71
+4% +$16.5K 0.22% 52
2024
Q3 		$418K Sell
1,984
-131
-6% -$27.6K 0.21% 55
2024
Q2 		$428K Sell
2,115
-25
-1% -$4.89K 0.23% 57
2024
Q1 		$429K Buy
2,140
+49
+2% +$8.84K 0.22% 57
2023
Q4 		$356K Hold
2,091
– – 0.17% 61
2023
Q3 		$303K Buy
2,091
+64
+3% +$9.59K 0.18% 58
2023
Q2 		$295K Sell
2,027
-534
-21% -$73.4K 0.18% 58
2023
Q1 		$334K Buy
2,561
+190
+8% +$26K 0.23% 62
2022
Q4 		$318K Buy
+2,371
New +$300K 0.26% 57
2020
Q4 		– Sell
-560
Closed -$54K – 173
2020
Q3 		$54K Buy
+560
New +$55K 0.05% 108

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Catalyst Private Wealth's JPM Position: Q2 2026 in Review

Catalyst Private Wealth increased its JPMorgan Chase (JPM) stake by 2% in Q2 2026, buying an estimated $14.6K and bringing the position to 2,407 shares worth $788K. The position accounts for 0.38% of the portfolio, ranked #39.

Catalyst Private Wealth first reported a position in JPM in Q3 2020 and has held it in 16 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Catalyst Private Wealth held 2,407 shares of JPMorgan Chase worth $788K as of Q2 2026.
  • Catalyst Private Wealth bought 47 JPMorgan Chase shares in Q2 2026, an estimated $14.6K.
  • JPMorgan Chase made up 0.38% of Catalyst Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Catalyst Private Wealth first reported a position in JPMorgan Chase in Q3 2020 and has held it in 16 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.