Cadence Bank’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $16.6M | Sell |
51,652
-858
| -2% | -$266K | 0.97% | 23 |
|
|
2025
Q3 | $16.6M | Sell |
52,510
-1,182
| -2% | -$352K | 1.01% | 21 |
|
|
2025
Q2 | $15.6M | Sell |
53,692
-718
| -1% | -$183K | 1.02% | 21 |
|
|
2025
Q1 | $13.3M | Sell |
54,410
-1,450
| -3% | -$370K | 0.95% | 22 |
|
|
2024
Q4 | $13.4M | Sell |
55,860
-612
| -1% | -$143K | 0.91% | 22 |
|
|
2024
Q3 | $11.9M | Sell |
56,472
-1,896
| -3% | -$399K | 0.82% | 23 |
|
|
2024
Q2 | $11.8M | Sell |
58,368
-2,124
| -4% | -$415K | 0.89% | 22 |
|
|
2024
Q1 | $12.1M | Sell |
60,492
-610
| -1% | -$110K | 0.88% | 22 |
|
|
2023
Q4 | $10.4M | Sell |
61,102
-412
| -0.7% | -$62.4K | 0.84% | 24 |
|
|
2023
Q3 | $8.92M | Sell |
61,514
-3
| -0% | -$450 | 0.78% | 30 |
|
|
2023
Q2 | $8.95M | Buy |
61,517
+93
| +0.2% | +$12.8K | 0.78% | 28 |
|
|
2023
Q1 | $8M | Sell |
61,424
-3,785
| -6% | -$519K | 0.74% | 31 |
|
|
2022
Q4 | $8.74M | Buy |
65,209
+558
| +0.9% | +$70.7K | 0.81% | 26 |
|
|
2022
Q3 | $6.76M | Buy |
64,651
+52,570
| +435% | +$6.03M | 0.7% | 32 |
|
|
2022
Q2 | $1.36M | Buy |
12,081
+194
| +2% | +$24K | 0.2% | 67 |
|
|
2022
Q1 | $1.62M | Buy |
11,887
+108
| +0.9% | +$15.9K | 0.2% | 63 |
|
|
2021
Q4 | $1.86M | Sell |
11,779
-75
| -0.6% | -$12.3K | 0.23% | 65 |
|
|
2021
Q3 | $1.94M | Buy |
11,854
+1,119
| +10% | +$175K | 0.27% | 60 |
|
|
2021
Q2 | $1.67M | Sell |
10,735
-4,369
| -29% | -$686K | 0.24% | 66 |
|
|
2021
Q1 | $2.3M | Sell |
15,104
-737
| -5% | -$106K | 0.35% | 60 |
|
|
2020
Q4 | $2.01M | Sell |
15,841
-3,675
| -19% | -$411K | 0.32% | 70 |
|
|
2020
Q3 | $1.88M | Sell |
19,516
-174
| -0.9% | -$17.1K | 0.37% | 62 |
|
|
2020
Q2 | $1.85M | Buy |
19,690
+139
| +0.7% | +$13.2K | 0.38% | 66 |
|
|
2020
Q1 | $1.76M | Sell |
19,551
-542
| -3% | -$65.8K | 0.44% | 57 |
|
|
2019
Q4 | $2.8M | Buy |
20,093
+410
| +2% | +$52.6K | 0.52% | 55 |
|
|
2019
Q3 | $2.32M | Sell |
19,683
-320
| -2% | -$36.2K | 0.22% | 74 |
|
|
2019
Q2 | $2.24M | Sell |
20,003
-1,489
| -7% | -$164K | 0.22% | 72 |
|
|
2019
Q1 | $2.17M | Sell |
21,492
-250
| -1% | -$25.8K | 0.22% | 73 |
|
|
2018
Q4 | $2.12M | Buy |
21,742
+1,259
| +6% | +$134K | 0.25% | 70 |
|
|
2018
Q3 | $2.31M | Sell |
20,483
-267
| -1% | -$30.3K | 0.22% | 67 |
|
|
2018
Q2 | $2.16M | Sell |
20,750
-253
| -1% | -$27.8K | 0.2% | 73 |
|
|
2018
Q1 | $2.31M | Sell |
21,003
-500
| -2% | -$56.6K | 0.22% | 66 |
|
|
2017
Q4 | $2.3M | Buy |
+21,503
| New | +$2.18M | 0.22% | 68 |
|
Other funds holding JPM
Cadence Bank's JPM Position: Q4 2025 in Review
Cadence Bank reduced its JPMorgan Chase (JPM) stake by 1.6% in Q4 2025, selling an estimated $266K and leaving 51,652 shares worth $16.6M. The position accounts for 0.97% of the portfolio, ranked #23.
Cadence Bank first reported a position in JPM in Q4 2017 and has held it in 33 quarters since. 5,122 funds tracked by Wall St. Rank hold JPM as of Q4 2025.
- Cadence Bank held 51,652 shares of JPMorgan Chase worth $16.6M as of Q4 2025.
- Cadence Bank sold 858 JPMorgan Chase shares in Q4 2025, an estimated $266K.
- JPMorgan Chase made up 0.97% of Cadence Bank's portfolio in Q4 2025, its #23 holding.
- Cadence Bank first reported a position in JPMorgan Chase in Q4 2017 and has held it in 33 quarters since.
- 5,122 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.
Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.