CATALYST FINANCIAL PARTNERS LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1927537 BOSTON, MA

Position in JPM

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

Position Value

$7,763,940

+$1,095,333 QoQ

Shares Held

23,719

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#1,677

of 5,058 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $13,026,463 across 5 Banks - Diversified names. JPM ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	23,719	$7,763,940
2	BAC	Bank Of America Corp /De/	47,847	$2,726,322
3	WFC	Wells Fargo & Company/Mn	14,111	$1,166,133
4	C	Citigroup Inc	7,643	$1,069,714
5	BNY	Bank of New York Mellon Corp	2,077	$300,354

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,763,940	23,719	+4.6%	Shares	Sole	2026-07-30
2026-03-31	$6,668,607	22,670	+2.2%	Shares	Sole	2026-05-12
2025-12-31	$7,147,806	22,183	+8.4%	Shares	Sole	2026-02-04
2025-09-30	$6,454,644	20,463	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$5,953,591	20,536	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$4,923,171	20,070	+4.1%	Shares	Sole	2025-05-02
2024-12-31	$4,619,451	19,271	+1.3%	Shares	Sole	2025-01-30
2024-09-30	$4,009,502	19,015	+2.3%	Shares	Sole	2024-10-28
2024-06-30	$3,760,215	18,591	+13.9%	Shares	Sole	2024-07-25
2024-03-31	$3,268,695	16,319	+6.1%	Shares	Sole	2024-04-23
2023-12-31	$2,615,797	15,378	+0.9%	Shares	Sole	2024-02-07
2023-09-30	$2,210,249	15,241	+37.3%	Shares	Sole	2023-10-26
2023-06-30	$1,614,965	11,104	+12.7%	Shares	Sole	2023-08-02
2023-03-31	$1,284,205	9,855	+7.7%	Shares	Sole	2023-04-11
2022-12-31	$1,227,149	9,151	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.