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JPMorgan Chase & Co. shares owned by Cascadia Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cascadia Advisory Services from 13F filings

Historical chart of Cascadia Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cascadia Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cascadia Advisory Services

Quarter filed Position value Share count Share price at filing
2021-09-30 $3.6M 22k 163.68
2021-06-30 $3.4M 22k 155.53
2021-03-31 $3.2M 21k 152.25
2020-09-30 $2.6M 27k 96.25
2020-06-30 $3.8M 40k 94.05
2019-12-31 $4.2M 30k 139.40

More positions owned by Cascadia Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Lunt Us Factor (FCTR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Barclays 7 10 Yr (IEF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ark Etf Tr Innovation Etf (ARKK)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Kraneshares Tr Quadrtc Int Rt (IVOL)
Pacer Fds Tr Trendpilot Us Bd (PTBD)
Amazon (AMZN)

View all positions for Cascadia Advisory Services

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.