Position in JPM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,281,824
+$112,833 QoQ
Shares Held
3,916
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,392
of 5,058 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cascade Financial Partners, LLC holds $5,522,004 across 5 Banks - Diversified names. JPM ranks #2 (23.2% of the industry book) .
All Filings in JPM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,281,824 | 3,916 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,168,991 | 3,974 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,299,835 | 4,034 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,233,962 | 3,912 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,047,154 | 3,612 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $775,638 | 3,162 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $649,134 | 2,708 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $571,008 | 2,708 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $566,530 | 2,801 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $561,040 | 2,801 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||