Cascade Wealth Advisors, Inc Jpmorgan Chase & CO Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 1,524 shares of JPM stock, worth $452,765. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,524
Previous 1,468
3.81%
Holding current value
$452,765
Previous $342 Million
28.59%
% of portfolio
0.25%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding JPM
# of Institutions
5,358Shares Held
2.02BCall Options Held
28.7MPut Options Held
30.3M-
Vanguard Group Inc Valley Forge, PA272MShares$80.8 Billion1.32% of portfolio
-
Black Rock Inc. New York, NY199MShares$59 Billion0.92% of portfolio
-
State Street Corp Boston, MA125MShares$37.2 Billion1.4% of portfolio
-
Morgan Stanley New York, NY67MShares$19.9 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA61.1MShares$18.2 Billion1.28% of portfolio
About JPMORGAN CHASE & CO
- Ticker JPM
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 2,933,199,872
- Market Cap $871B
- 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 ...