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Cassaday & Co Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cassaday & Co Wealth 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 		$6.48M Buy
19,805
+235
+1% +$73K 0.12% 40
2026
Q1 		$5.76M Sell
19,570
-930
-5% -$282K 0.12% 41
2025
Q4 		$6.61M Sell
20,500
-1,746
-8% -$541K 0.14% 40
2025
Q3 		$7.02M Buy
22,246
+271
+1% +$80.6K 0.16% 38
2025
Q2 		$6.37M Buy
21,975
+213
+1% +$54.4K 0.16% 38
2025
Q1 		$5.34M Buy
21,762
+756
+4% +$193K 0.15% 36
2024
Q4 		$5.04M Buy
21,006
+710
+3% +$165K 0.14% 38
2024
Q3 		$4.28M Buy
20,296
+290
+1% +$61.1K 0.12% 39
2024
Q2 		$4.05M Sell
20,006
-203
-1% -$39.7K 0.13% 39
2024
Q1 		$4.05M Sell
20,209
-316
-2% -$57K 0.13% 39
2023
Q4 		$3.49M Buy
20,525
+76
+0.4% +$11.5K 0.12% 38
2023
Q3 		$2.97M Sell
20,449
-824
-4% -$124K 0.12% 42
2023
Q2 		$3.09M Sell
21,273
-331
-2% -$45.5K 0.12% 40
2023
Q1 		$2.82M Sell
21,604
-690
-3% -$94.5K 0.12% 40
2022
Q4 		$2.99M Buy
+22,294
New +$2.82M 0.14% 37

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cassaday & Co Wealth Management's JPM Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $73K and bringing the position to 19,805 shares worth $6.48M. The position accounts for 0.12% of the portfolio, ranked #40.

Cassaday & Co Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.02M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cassaday & Co Wealth Management held 19,805 shares of JPMorgan Chase worth $6.48M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 235 JPMorgan Chase shares in Q2 2026, an estimated $73K.
  • JPMorgan Chase made up 0.12% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Cassaday & Co Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's JPMorgan Chase position peaked at $7.02M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.