JPMorgan Chase & Co’s Cass Information Systems CASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $1.82M | Buy |
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|
2024
Q3 | $964K | Buy |
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|
2024
Q2 | $387K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $659K | Sell |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $814K | Buy |
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|
2023
Q1 | $882K | Buy |
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|
2022
Q4 | $810K | Buy |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $242K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $588K | Sell |
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|
2021
Q1 | $863K | Buy |
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|
2020
Q4 | $443K | Buy |
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|
2020
Q3 | $210K | Buy |
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|
2020
Q2 | $188K | Sell |
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|
2020
Q1 | $954K | Buy |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $500K | Sell |
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|
2019
Q2 | $706K | Buy |
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|
2019
Q1 | $432K | Buy |
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|
2018
Q4 | $297K | Buy |
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|
2018
Q3 | $191K | Buy |
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|
2018
Q2 | $179K | Buy |
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|
2018
Q1 | $154K | Sell |
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|
2017
Q4 | $512K | Sell |
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|
2017
Q3 | $682K | Buy |
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|
2017
Q2 | $10K | Sell |
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|
2017
Q1 | $590K | Sell |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $328K | Buy |
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