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Cassia Capital Partners’s JPMorgan Chase JPM Stock Holding History

Cassia Capital Partners’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 		$1.91M Sell
5,836
-21
-0.4% -$6.52K 0.93% 20
2026
Q1 		$1.72M Buy
5,857
+171
+3% +$51.9K 0.89% 21
2025
Q4 		$1.83M Sell
5,686
-326
-5% -$101K 0.99% 19
2025
Q3 		$1.9M Buy
6,012
+525
+10% +$156K 1.04% 17
2025
Q2 		$1.59M Buy
5,487
+10
+0.2% +$2.55K 0.96% 17
2025
Q1 		$1.34M Buy
5,477
+89
+2% +$22.7K 0.84% 18
2024
Q4 		$1.29M Buy
5,388
+935
+21% +$218K 0.82% 17
2024
Q3 		$939K Sell
4,453
-335
-7% -$70.6K 0.62% 20
2024
Q2 		$968K Buy
4,788
+110
+2% +$21.5K 0.64% 21
2024
Q1 		$937K Buy
4,678
+609
+15% +$110K 0.62% 20
2023
Q4 		$692K Buy
4,069
+183
+5% +$27.7K 0.57% 20
2023
Q3 		$564K Buy
3,886
+76
+2% +$11.4K 0.46% 23
2023
Q2 		$554K Buy
+3,810
New +$524K 0.44% 23
2022
Q4 		– Sell
-2,041
Closed -$213K – 79
2022
Q3 		$213K Buy
2,041
+51
+3% +$5.85K 0.2% 44
2022
Q2 		$224K Buy
1,990
+105
+6% +$13K 0.22% 46
2022
Q1 		$257K Buy
1,885
+45
+2% +$6.64K 0.21% 47
2021
Q4 		$291K Sell
1,840
-12,495
-87% -$2.05M 0.2% 48
2021
Q3 		$2.35M Buy
14,335
+12,886
+889% +$2.02M 1.61% 16
2021
Q2 		$225K Buy
+1,449
New +$228K 0.17% 36

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

Cassia Capital Partners's JPM Position: Q2 2026 in Review

Cassia Capital Partners reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $6.52K and leaving 5,836 shares worth $1.91M. The position accounts for 0.93% of the portfolio, ranked #20.

Cassia Capital Partners first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q3 2021. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cassia Capital Partners held 5,836 shares of JPMorgan Chase worth $1.91M as of Q2 2026.
  • Cassia Capital Partners sold 21 JPMorgan Chase shares in Q2 2026, an estimated $6.52K.
  • JPMorgan Chase made up 0.93% of Cassia Capital Partners's portfolio in Q2 2026, its #20 holding.
  • Cassia Capital Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
  • Cassia Capital Partners's JPMorgan Chase position peaked at $2.35M in Q3 2021.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.