A detailed history of Catalyst Private Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 1,984 shares of JPM stock, worth $486,695. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,984
Previous 2,115 6.19%
Holding current value
$486,695
Previous $427,000 2.11%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 30, 2024

SELL
$194.9 - $224.8 $25,531 - $29,448
-131 Reduced 6.19%
1,984 $418,000
Q2 2024

Jul 24, 2024

SELL
$180.08 - $204.79 $4,502 - $5,119
-25 Reduced 1.17%
2,115 $427,000
Q1 2024

Apr 11, 2024

BUY
$167.09 - $200.3 $8,187 - $9,814
49 Added 2.34%
2,140 $428,000
Q3 2023

Oct 24, 2023

BUY
$143.21 - $158.0 $9,165 - $10,112
64 Added 3.16%
2,091 $303,000
Q2 2023

Jul 18, 2023

SELL
$127.47 - $145.44 $68,068 - $77,664
-534 Reduced 20.85%
2,027 $294,000
Q1 2023

Apr 20, 2023

BUY
$124.91 - $143.8 $23,732 - $27,322
190 Added 8.01%
2,561 $333,000
Q4 2022

Jan 23, 2023

BUY
$101.96 - $137.84 $241,747 - $326,818
2,371 New
2,371 $0
Q4 2020

Mar 05, 2021

SELL
$96.54 - $127.07 $54,062 - $71,159
-560 Closed
0 $0
Q3 2020

Nov 19, 2020

BUY
$91.28 - $103.82 $51,116 - $58,139
560 New
560 $54,000

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 $720B
  • 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 Private Wealth, LLC Portfolio

Follow Catalyst Private Wealth, 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 Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Catalyst Private Wealth, LLC with notifications on news.