A detailed history of Catalyst Financial Partners LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 19,015 shares of JPM stock, worth $4.76 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
19,015
Previous 18,591 2.28%
Holding current value
$4.76 Million
Previous $3.76 Billion 6.63%
% of portfolio
0.78%
Previous 0.83%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$194.9 - $224.8 $82,637 - $95,315
424 Added 2.28%
19,015 $4.01 Billion
Q2 2024

Jul 25, 2024

BUY
$180.08 - $204.79 $409,141 - $465,282
2,272 Added 13.92%
18,591 $3.76 Billion
Q1 2024

Apr 22, 2024

BUY
$167.09 - $200.3 $157,231 - $188,482
941 Added 6.12%
16,319 $2.94 Billion
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $18,589 - $23,331
137 Added 0.9%
15,378 $2.62 Billion
Q3 2023

Oct 26, 2023

BUY
$143.21 - $158.0 $592,459 - $653,646
4,137 Added 37.26%
15,241 $2.21 Billion
Q2 2023

Aug 02, 2023

BUY
$127.47 - $145.44 $159,210 - $181,654
1,249 Added 12.67%
11,104 $1.61 Billion
Q1 2023

Apr 11, 2023

BUY
$124.91 - $143.8 $87,936 - $101,235
704 Added 7.69%
9,855 $1.28 Billion
Q4 2022

Jan 19, 2023

BUY
$101.96 - $137.84 $933,035 - $1.26 Million
9,151 New
9,151 $1.23 Billion

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $734B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track Catalyst Financial Partners LLC Portfolio

Follow Catalyst Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Catalyst Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Financial Partners LLC with notifications on news.