CIG
Cascade Investment Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
5,787
+294
| +5% | +$85.2K | 1.17% | 21 |
|
|
2025
Q1 | $1.35M | Sell |
5,493
-258
| -4% | -$63.3K | 1.04% | 28 |
|
|
2024
Q4 | $1.38M | Buy |
5,751
+21
| +0.4% | +$5.03K | 0.99% | 25 |
|
|
2024
Q3 | $1.21M | Buy |
5,730
+21
| +0.4% | +$4.43K | 0.89% | 32 |
|
|
2024
Q2 | $1.15M | Sell |
5,709
-741
| -11% | -$150K | 0.9% | 32 |
|
|
2024
Q1 | $1.29M | Buy |
6,450
+191
| +3% | +$38.3K | 0.97% | 27 |
|
|
2023
Q4 | $1.06M | Buy |
6,259
+318
| +5% | +$54.1K | 0.86% | 34 |
|
|
2023
Q3 | $862K | Buy |
5,941
+115
| +2% | +$16.7K | 0.81% | 35 |
|
|
2023
Q2 | $847K | Sell |
5,826
-60
| -1% | -$8.73K | 0.77% | 36 |
|
|
2023
Q1 | $767K | Sell |
5,886
-19
| -0.3% | -$2.48K | 0.76% | 37 |
|
|
2022
Q4 | $792K | Buy |
+5,905
| New | +$792K | 0.82% | 34 |
|