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JPMorgan Chase & Co. shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $607k 2.7k 224.10
2024-06-30 $567k 2.8k 202.24

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
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Vanguard World Mega Grwth Ind (MGK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Cascade Financial Partners

Top funds holding JPMorgan Chase & Co.

BlackRock
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Dimensional Fund Advisors
Capital Research Global Investors
Charles Schwab Investment Management
Fisher Investments

View all funds holding JPMorgan Chase & Co.