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Livermore
Livermore
ZHEN

Catalyst Private Wealth, LLC

SEC CIK
0001831193
Latest filing
Jul 21, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Catalyst Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
2,407
Value
$787.9K
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of JPM by Catalyst Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,407$787.9K0.4%+47+2.0%AddedHolders
Q1 20262,360$694.2K0.4%+57+2.5%AddedHolders
Q4 20252,303$742.1K0.3%+103+4.7%AddedHolders
Q3 20252,200$693.9K0.3%+93+4.4%AddedHolders
Q2 20252,107$610.8K0.3%+41+2.0%AddedHolders
Q1 20252,066$506.8K0.2%+11+0.5%AddedHolders
Q4 20242,055$492.6K0.2%+71+3.6%AddedHolders
Q3 20241,984$418.3K0.2%−131−6.2%ReducedHolders
Q2 20242,115$427.8K0.2%−25−1.2%ReducedHolders
Q1 20242,140$428.6K0.2%+49+2.3%AddedHolders
Q4 20232,091$355.7K0.2%00.0%UnchangedHolders
Q3 20232,091$303.2K0.2%+64+3.2%AddedHolders
Q2 20232,027$294.8K0.2%−534−20.9%ReducedHolders
Q1 20232,561$333.7K0.2%+190+8.0%AddedHolders
Q4 20222,371$318.0K0.3%+2,371NewHolders