Cascade Financial Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
3,612
+450
| +14% | +$130K | 0.13% | 105 |
|
|
2025
Q1 | $776K | Buy |
3,162
+454
| +17% | +$111K | 0.1% | 122 |
|
|
2024
Q4 | $649K | Hold |
2,708
| – | – | 0.08% | 127 |
|
|
2024
Q3 | $607K | Sell |
2,708
-93
| -3% | -$20.8K | 0.08% | 131 |
|
|
2024
Q2 | $566K | Hold |
2,801
| – | – | 0.07% | 129 |
|
|
2024
Q1 | $512K | Buy |
+2,801
| New | +$512K | 0.07% | 132 |
|