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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.88M	Buy	6,471 +1,213	+23%	+$352K	0.96%	24
2025 Q1	$1.29M	Buy	5,258 +161	+3%	+$39.5K	0.7%	30
2024 Q4	$1.22M	Buy	5,097 +8	+0.2%	+$1.92K	0.65%	32
2024 Q3	$1.07M	Buy	+5,089	New	+$1.07M	0.59%	34