JPMorgan Chase & Co. shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 76k | 315.43 |
| 2025-06-30 | $14M | 48k | 289.91 |
| 2025-03-31 | $7.7M | 32k | 245.30 |
| 2024-12-31 | $7.4M | 31k | 239.71 |
| 2024-09-30 | $6.2M | 29k | 210.86 |
| 2024-06-30 | $4.1M | 20k | 202.26 |
| 2024-03-31 | $4.1M | 20k | 200.30 |
| 2023-12-31 | $2.9M | 17k | 170.10 |