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Catalina Capital Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Catalina Capital Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Catalina Capital Group, LLC held 2,528 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,528 shares
    Change vs previous 13F +23 shares

    0.46% of the 13F portfolio, value $743,713.

    13F-HR 0002085853-26-000471 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 2,505 shares
    Change vs previous 13F +12 shares

    0.49% of the 13F portfolio, value $807,063.

    13F-HR 0002085853-26-000041 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 2,493 shares
    Change vs previous 13F +23 shares

    0.48% of the 13F portfolio, value $786,319.

    13F-HR 0002085853-25-000153 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 2,470 shares
    Change vs previous 13F -926 shares

    0.48% of the 13F portfolio, value $716,084.

    13F-HR 0001667731-25-000882 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 3,396 shares
    Change vs previous 13F -10,564 shares

    0.56% of the 13F portfolio, value $833,102.

    13F-HR 0001667731-25-000465 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 13,960 shares
    Change vs previous 13F +537 shares

    1.1% of the 13F portfolio, value $3,346,464.

    13F-HR 0001667731-25-000127 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 13,423 shares
    Change vs previous 13F +1,677 shares

    0.96% of the 13F portfolio, value $2,830,400.

    13F-HR 0002018090-24-000004 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 11,746 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $2,375,704.

    13F-HR 0002018090-24-000003 filed by Catalina Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).