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
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.9k | 315.41 |
| 2025-06-30 | $1.0M | 3.6k | 289.89 |
| 2025-03-31 | $776k | 3.2k | 245.28 |
| 2024-12-31 | $649k | 2.7k | 239.69 |
| 2024-09-30 | $607k | 2.7k | 224.10 |
| 2024-06-30 | $567k | 2.8k | 202.24 |
More positions owned by Cascade Financial Partners
View all positions for Cascade Financial Partners