CCP
JPM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cassia Capital Partners's JPM Position: Q1 2026 in Review

Cassia Capital Partners increased its JPMorgan Chase (JPM) stake by 3% in Q1 2026, buying an estimated $51.9K and bringing the position to 5,857 shares worth $1.72M. The position accounts for 0.89% of the portfolio, ranked #21.

Cassia Capital Partners first reported a position in JPM in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.35M in Q3 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cassia Capital Partners held 5,857 shares of JPMorgan Chase worth $1.72M as of Q1 2026.
  • Cassia Capital Partners bought 171 JPMorgan Chase shares in Q1 2026, an estimated $51.9K.
  • JPMorgan Chase made up 0.89% of Cassia Capital Partners's portfolio in Q1 2026, its #21 holding.
  • Cassia Capital Partners first reported a position in JPMorgan Chase in Q2 2021 and has held it in 18 quarters since.
  • Cassia Capital Partners's JPMorgan Chase position peaked at $2.35M in Q3 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cassia Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.