Cascade Investment Advisors’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
Q3 | $910K | Sell |
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|
2025
Q2 | $952K | Hold |
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|
2025
Q1 | $805K | Sell |
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|
2024
Q4 | $829K | Sell |
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|
2024
Q3 | $733K | Hold |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $451K | Buy |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $430K | Hold |
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|
2022
Q2 | $384K | Hold |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $534K | Hold |
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|
2021
Q3 | $552K | Hold |
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|
2021
Q2 | $525K | Sell |
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|
2021
Q1 | $532K | Sell |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $522K | Sell |
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|
2019
Q3 | $537K | Buy |
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|
2019
Q2 | $419K | Hold |
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|
2019
Q1 | $379K | Hold |
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|
2018
Q4 | $366K | Sell |
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|
2018
Q3 | $434K | Hold |
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|
2018
Q2 | $401K | Buy |
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|
2018
Q1 | $390K | Buy |
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|
2017
Q4 | $292K | Buy |
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|
2017
Q3 | $259K | Sell |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $247K | Sell |
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|
2016
Q4 | $315K | Buy |
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|
2016
Q2 | $183K | Buy |
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