Cascadia Advisory Services’s JPMorgan Chase JPM Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$3.59M	Buy	21,927 +156	+0.7%	+$24.5K	0.73%	34
2021 Q2	$3.39M	Buy	21,771 +1,081	+5%	+$170K	0.73%	32
2021 Q1	$3.15M	Buy	+20,690	New	+$2.98M	0.7%	37
2020 Q3	$2.59M	Sell	26,908 -13,442	-33%	-$1.32M	0.73%	29
2020 Q2	$3.79M	Buy	+40,350	New	+$3.83M	1.16%	15
2019 Q4	$4.16M	Buy	+29,835	New	+$3.83M	1.18%	12

Other funds holding JPM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cascadia Advisory Services's JPM Position: Q3 2021 in Review

Cascadia Advisory Services increased its JPMorgan Chase (JPM) stake by 0.72% in Q3 2021, buying an estimated $24.5K and bringing the position to 21,927 shares worth $3.59M. The position accounts for 0.73% of the portfolio, ranked #34.

Cascadia Advisory Services first reported a position in JPM in Q4 2019 and has held it in 6 quarters since. The position peaked at $4.16M in Q4 2019. 3,233 funds tracked by Wall St. Rank hold JPM as of Q3 2021.

Cascadia Advisory Services held 21,927 shares of JPMorgan Chase worth $3.59M as of Q3 2021.
Cascadia Advisory Services bought 156 JPMorgan Chase shares in Q3 2021, an estimated $24.5K.
JPMorgan Chase made up 0.73% of Cascadia Advisory Services's portfolio in Q3 2021, its #34 holding.
Cascadia Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's JPMorgan Chase position peaked at $4.16M in Q4 2019.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.