Cascade Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History

Cascade Investment Advisors, Inc.

$156 Million
Q3 2024

A detailed history of Cascade Investment Advisors, Inc. transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cascade Investment Advisors, Inc. holds 3,478 shares of JPM stock, worth $846,997. This represents 0.47% of its overall portfolio holdings.

Number of Shares

3,478

Previous 3,478 -0.0%

Holding current value

$846,997

Previous $703,000 4.27%

% of portfolio

0.47%

Previous 0.48%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	SELL	$180.08 - $204.79 $2,701 - $3,071	-15 Reduced 0.43%	3,478 $703,000
Q1 2024 Apr 24, 2024	SELL	$167.09 - $200.3 $3,341 - $4,006	-20 Reduced 0.57%	3,493 $699,000
Q4 2023 Jan 11, 2024	SELL	$135.69 - $170.3 $3,392 - $4,257	-25 Reduced 0.71%	3,513 $597,000
Q2 2023 Jul 21, 2023	BUY	$127.47 - $145.44 $9,560 - $10,908	75 Added 2.17%	3,538 $514,000
Q1 2023 May 10, 2023	BUY	$124.91 - $143.8 $6,245 - $7,190	50 Added 1.46%	3,463 $451,000
Q1 2022 Apr 11, 2022	BUY	$128.3 - $168.44 $5,132 - $6,737	40 Added 1.19%	3,413 $465,000
Q2 2021 Aug 04, 2021	SELL	$147.37 - $166.44 $18,273 - $20,638	-124 Reduced 3.55%	3,373 $524,000
Q1 2021 Apr 23, 2021	SELL	$125.65 - $157.65 $15,078 - $18,918	-120 Reduced 3.32%	3,497 $532,000
Q4 2020 Jan 21, 2021	SELL	$96.54 - $127.07 $19,308 - $25,414	-200 Reduced 5.24%	3,617 $460 Million
Q2 2020 Jul 15, 2020	BUY	$84.03 - $113.45 $5,882 - $7,941	70 Added 1.87%	3,817 $359 Million
Q4 2019 Jan 22, 2020	SELL	$111.82 - $139.4 $91,245 - $113,750	-816 Reduced 17.88%	3,747 $522 Million
Q3 2019 Oct 22, 2019	BUY	$104.8 - $120.23 $85,516 - $98,107	816 Added 21.78%	4,563 $537 Million
Q4 2018 Jan 25, 2019	SELL	$92.14 - $115.32 $9,214 - $11,532	-100 Reduced 2.6%	3,747 $366 Million
Q2 2018 Jul 31, 2018	BUY	$103.24 - $114.29 $30,662 - $33,944	297 Added 8.37%	3,847 $401 Million
Q1 2018 Apr 23, 2018	BUY	$107.01 - $118.77 $87,320 - $96,916	816 Added 29.85%	3,550 $390 Million
Q4 2017 Jan 17, 2018	BUY	$95.86 - $107.83 $2,300 - $2,587	24 Added 0.89%	2,734 $292 Million
Q3 2017 Oct 12, 2017	BUY	$88.42 - $95.51 $239,618 - $258,832	2,710	2,710 $259 Million

Others Institutions Holding JPM

# of Institutions

4,615

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $714B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Cascade Investment Advisors, Inc. Jpmorgan Chase & CO Transaction History