Catalyst Capital Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1549275 San Juan, PR

Position in JPM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$153,190

+$13,464 QoQ

Shares Held

468

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#4,965

of 5,072 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Catalyst Capital Advisors LLC holds $5,774,600 across 5 Banks - Diversified names. JPM ranks #4 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	47,850	$4,550,056
2	BNY	Bank of New York Mellon Corp	5,850	$845,968
3	BAC	Bank Of America Corp /De/	2,806	$159,885
4	JPM	Jpmorgan Chase & Co This page	468	$153,190
5	C	Citigroup Inc	468	$65,501

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$153,190	468	-1.5%	Shares	Other	2026-07-24
2026-03-31	$139,726	475	-53.0%	Shares	Other	2026-05-06
2025-12-31	$325,764	1,011	-53.5%	Shares	Other	2026-02-10
2025-09-30	$685,113	2,172	+19.8%	Shares	Other	2025-11-12
2025-06-30	$525,606	1,813	-13.9%	Shares	Other	2025-07-31
2025-03-31	$516,601	2,106	+45.1%	Shares	Other	2025-04-29
2024-12-31	$347,819	1,451	+1051.6%	Shares	Other	2025-01-31
2024-09-30	$26,568	126	—	Shares	Other	2024-10-30
No filing history on record for this holder in this stock.