Cascade Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Cascade Wealth Advisors’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	$418K	Hold	1,168	–	–	0.17%	50
2026 Q1	$353K	Sell	1,168 -56	-5%	-$17K	0.15%	48
2025 Q4	$368K	Hold	1,224	–	–	0.17%	47
2025 Q3	$388K	Sell	1,224 -300	-20%	-$89.2K	0.19%	47
2025 Q2	$440K	Buy	1,524 +56	+4%	+$14.3K	0.25%	39
2025 Q1	$342K	Hold	1,468	–	–	0.24%	37
2024 Q4	$352K	Hold	1,468	–	–	0.24%	37
2024 Q3	$310K	Hold	1,468	–	–	0.22%	42
2024 Q2	$306K	Hold	1,468	–	–	0.23%	42
2024 Q1	$268K	Buy	+1,468	New	+$265K	0.23%	44

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 Wealth Advisors's JPM Position: Q2 2026 in Review

Cascade Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,168 shares worth $418K. The position accounts for 0.17% of the portfolio, ranked #50.

Cascade Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $440K in Q2 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cascade Wealth Advisors held 1,168 shares of JPMorgan Chase worth $418K as of Q2 2026.
Cascade Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.17% of Cascade Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Cascade Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's JPMorgan Chase position peaked at $440K in Q2 2025.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.