Cascade Investment Group’s JPMorgan Chase JPM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.76M	Buy	5,984 +208	+4%	+$63.1K	1.16%	17
2025 Q4	$1.86M	Hold	5,776	–	–	1.24%	16
2025 Q3	$1.82M	Sell	5,776 -11	-0.2%	-$3.27K	1.21%	19
2025 Q2	$1.68M	Buy	5,787 +294	+5%	+$75K	1.17%	21
2025 Q1	$1.35M	Sell	5,493 -258	-4%	-$65.8K	1.04%	28
2024 Q4	$1.38M	Buy	5,751 +21	+0.4%	+$4.89K	0.99%	25
2024 Q3	$1.21M	Buy	5,730 +21	+0.4%	+$4.42K	0.89%	32
2024 Q2	$1.15M	Sell	5,709 -741	-11%	-$145K	0.9%	32
2024 Q1	$1.29M	Buy	6,450 +191	+3%	+$34.5K	0.97%	27
2023 Q4	$1.06M	Buy	6,259 +318	+5%	+$48.2K	0.86%	34
2023 Q3	$862K	Buy	5,941 +115	+2%	+$17.2K	0.81%	35
2023 Q2	$847K	Sell	5,826 -60	-1%	-$8.25K	0.77%	36
2023 Q1	$767K	Sell	5,886 -19	-0.3%	-$2.6K	0.76%	37
2022 Q4	$792K	Buy	+5,905	New	+$748K	0.82%	34