CIA
Cascade Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Hold |
3,283
| – | – | 0.61% | 79 |
|
|
2025
Q1 | $805K | Sell |
3,283
-175
| -5% | -$42.9K | 0.54% | 80 |
|
|
2024
Q4 | $829K | Sell |
3,458
-20
| -0.6% | -$4.8K | 0.53% | 82 |
|
|
2024
Q3 | $733K | Hold |
3,478
| – | – | 0.47% | 83 |
|
|
2024
Q2 | $704K | Sell |
3,478
-15
| -0.4% | -$3.03K | 0.47% | 86 |
|
|
2024
Q1 | $700K | Sell |
3,493
-20
| -0.6% | -$4.01K | 0.46% | 89 |
|
|
2023
Q4 | $598K | Sell |
3,513
-25
| -0.7% | -$4.25K | 0.43% | 88 |
|
|
2023
Q3 | $513K | Hold |
3,538
| – | – | 0.41% | 92 |
|
|
2023
Q2 | $515K | Buy |
3,538
+75
| +2% | +$10.9K | 0.38% | 94 |
|
|
2023
Q1 | $451K | Buy |
3,463
+50
| +1% | +$6.52K | 0.36% | 88 |
|
|
2022
Q4 | $458K | Hold |
3,413
| – | – | 0.38% | 93 |
|
|
2022
Q3 | $430K | Hold |
3,413
| – | – | 0.37% | 94 |
|
|
2022
Q2 | $384K | Hold |
3,413
| – | – | 0.3% | 101 |
|
|
2022
Q1 | $465K | Buy |
3,413
+40
| +1% | +$5.45K | 0.28% | 106 |
|
|
2021
Q4 | $534K | Hold |
3,373
| – | – | 0.31% | 103 |
|
|
2021
Q3 | $552K | Hold |
3,373
| – | – | 0.36% | 99 |
|
|
2021
Q2 | $525K | Sell |
3,373
-124
| -4% | -$19.3K | 0.33% | 98 |
|
|
2021
Q1 | $532K | Sell |
3,497
-120
| -3% | -$18.3K | 0.35% | 100 |
|
|
2020
Q4 | $460K | Sell |
3,617
-200
| -5% | -$25.4K | 0.34% | 96 |
|
|
2020
Q3 | $367K | Hold |
3,817
| – | – | 0.31% | 98 |
|
|
2020
Q2 | $359K | Buy |
3,817
+70
| +2% | +$6.59K | 0.34% | 90 |
|
|
2020
Q1 | $337K | Hold |
3,747
| – | – | 0.37% | 86 |
|
|
2019
Q4 | $522K | Sell |
3,747
-816
| -18% | -$114K | 0.4% | 91 |
|
|
2019
Q3 | $537K | Buy |
4,563
+816
| +22% | +$96K | 0.41% | 86 |
|
|
2019
Q2 | $419K | Hold |
3,747
| – | – | 0.36% | 82 |
|
|
2019
Q1 | $379K | Hold |
3,747
| – | – | 0.34% | 81 |
|
|
2018
Q4 | $366K | Sell |
3,747
-100
| -3% | -$9.76K | 0.37% | 78 |
|
|
2018
Q3 | $434K | Hold |
3,847
| – | – | 0.37% | 86 |
|
|
2018
Q2 | $401K | Buy |
3,847
+297
| +8% | +$31K | 0.36% | 84 |
|
|
2018
Q1 | $390K | Buy |
3,550
+816
| +30% | +$89.7K | 0.31% | 84 |
|
|
2017
Q4 | $292K | Buy |
2,734
+24
| +0.9% | +$2.57K | 0.23% | 90 |
|
|
2017
Q3 | $259K | Sell |
2,710
-100
| -4% | -$9.55K | 0.22% | 92 |
|
|
2017
Q2 | $257K | Hold |
2,810
| – | – | 0.22% | 89 |
|
|
2017
Q1 | $247K | Sell |
2,810
-846
| -23% | -$74.3K | 0.22% | 84 |
|
|
2016
Q4 | $315K | Buy |
+3,656
| New | +$315K | 0.27% | 75 |
|
|
2016
Q2 | $183K | Buy |
+2,940
| New | +$183K | 0.18% | 78 |
|