Cascade Investment Group’s JPMorgan Chase JPM Stock Holding History

Cascade Investment Group’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.95M	Sell	5,961 -23	-0.4%	-$7.14K	1.09%	18
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

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cascade Investment Group's JPM Position: Q2 2026 in Review

Cascade Investment Group reduced its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, selling an estimated $7.14K and leaving 5,961 shares worth $1.95M. The position accounts for 1.09% of the portfolio, ranked #18.

Cascade Investment Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cascade Investment Group held 5,961 shares of JPMorgan Chase worth $1.95M as of Q2 2026.
Cascade Investment Group sold 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
JPMorgan Chase made up 1.09% of Cascade Investment Group's portfolio in Q2 2026, its #18 holding.
Cascade Investment Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.