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
2025 Q2	$440K	Buy
2025 Q1	$342K	Hold
2024 Q4	$352K	Hold
2024 Q3	$310K	Hold
2024 Q2	$306K	Hold
2024 Q1	$268K	Buy