Cascades Capital Asset Management’s JPMorgan Chase JPM Stock Holding History

Cascades Capital Asset Management’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	$2.23M	Buy	6,827 +52	+0.8%	+$16.1K	0.83%	21
2026 Q1	$1.99M	Sell	6,775 -149	-2%	-$45.2K	0.84%	24
2025 Q4	$2.23M	Buy	6,924 +447	+7%	+$138K	0.93%	22
2025 Q3	$2.04M	Buy	6,477 +6	+0.1%	+$1.78K	0.9%	23
2025 Q2	$1.88M	Buy	6,471 +1,213	+23%	+$310K	0.96%	24
2025 Q1	$1.29M	Buy	5,258 +161	+3%	+$41K	0.7%	30
2024 Q4	$1.22M	Buy	5,097 +8	+0.2%	+$1.86K	0.65%	32
2024 Q3	$1.07M	Buy	+5,089	New	+$1.07M	0.59%	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

Cascades Capital Asset Management's JPM Position: Q2 2026 in Review

Cascades Capital Asset Management increased its JPMorgan Chase (JPM) stake by 0.77% in Q2 2026, buying an estimated $16.1K and bringing the position to 6,827 shares worth $2.23M. The position accounts for 0.83% of the portfolio, ranked #21.

Cascades Capital Asset Management first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cascades Capital Asset Management held 6,827 shares of JPMorgan Chase worth $2.23M as of Q2 2026.
Cascades Capital Asset Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
JPMorgan Chase made up 0.83% of Cascades Capital Asset Management's portfolio in Q2 2026, its #21 holding.
Cascades Capital Asset Management first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.