Cascade Financial Partners’s JPMorgan Chase JPM Stock Holding History

Cascade Financial Partners’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.28M	Sell	3,916 -58	-1%	-$18K	0.11%	107
2026 Q1	$1.17M	Sell	3,974 -60	-1%	-$18.2K	0.12%	110
2025 Q4	$1.3M	Buy	4,034 +122	+3%	+$37.8K	0.13%	104
2025 Q3	$1.23M	Buy	3,912 +300	+8%	+$89.2K	0.14%	101
2025 Q2	$1.05M	Buy	3,612 +450	+14%	+$115K	0.13%	105
2025 Q1	$776K	Buy	3,162 +454	+17%	+$116K	0.1%	122
2024 Q4	$649K	Hold	2,708	–	–	0.08%	127
2024 Q3	$607K	Sell	2,708 -93	-3%	-$19.6K	0.08%	131
2024 Q2	$566K	Hold	2,801	–	–	0.07%	129
2024 Q1	$512K	Buy	+2,801	New	+$505K	0.07%	132

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cascade Financial Partners's JPM Position: Q2 2026 in Review

Cascade Financial Partners reduced its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, selling an estimated $18K and leaving 3,916 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #107.

Cascade Financial Partners first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cascade Financial Partners held 3,916 shares of JPMorgan Chase worth $1.28M as of Q2 2026.
Cascade Financial Partners sold 58 JPMorgan Chase shares in Q2 2026, an estimated $18K.
JPMorgan Chase made up 0.11% of Cascade Financial Partners's portfolio in Q2 2026, its #107 holding.
Cascade Financial Partners first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's JPMorgan Chase position peaked at $1.3M in Q4 2025.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.