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

Cascade Investment Advisors, Inc.

$147 Million
Q2 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 $713,581. This represents 0.48% of its overall portfolio holdings.

Number of Shares

3,478

Previous 3,493 0.43%

Holding current value

$713,581

Previous $699,000 0.57%

% of portfolio

0.48%

Previous 0.46%

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

4,426

Shares Held

1.98B

Call Options Held

35.5M

Put Options Held

32.6M

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 $602B
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 ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cascade Investment Advisors, Inc. with notifications on news.

Account

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