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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cascade Wealth Advisors's JPM Position: Q1 2026 in Review

Cascade Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, selling an estimated $17K and leaving 1,168 shares worth $353K. The position accounts for 0.15% of the portfolio, ranked #48.

Cascade Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $440K in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cascade Wealth Advisors held 1,168 shares of JPMorgan Chase worth $353K as of Q1 2026.
Cascade Wealth Advisors sold 56 JPMorgan Chase shares in Q1 2026, an estimated $17K.
JPMorgan Chase made up 0.15% of Cascade Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Cascade Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Cascade Wealth Advisors's JPMorgan Chase position peaked at $440K in Q2 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.