JPMorgan Chase & Co. shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cascade Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $388k | 1.2k | 316.89 |
| 2025-06-30 | $440k | 1.5k | 288.76 |
| 2025-03-31 | $342k | 1.5k | 233.13 |
| 2024-12-31 | $352k | 1.5k | 239.71 |
| 2024-09-30 | $310k | 1.5k | 210.86 |
| 2024-06-30 | $306k | 1.5k | 208.67 |
| 2024-03-31 | $268k | 1.5k | 182.79 |