CASCADE INVESTMENT GROUP, INC.
Position in JPM — Jpmorgan Chase & Co
CIK 919447
Colorado Springs, CO
Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,951,214
+$190,961 QoQ
Shares Held
5,961
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#2,998
of 5,056 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CASCADE INVESTMENT GROUP, INC. holds $2,727,190 across 3 Banks - Diversified names. JPM ranks #1 (71.5% of the industry book) .
All Filings in JPM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,951,214 | 5,961 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,760,253 | 5,984 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,861,142 | 5,776 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,821,923 | 5,776 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,677,709 | 5,787 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,347,432 | 5,493 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,378,572 | 5,751 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,208,227 | 5,730 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,154,702 | 5,709 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,291,935 | 6,450 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,064,655 | 6,259 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $861,563 | 5,941 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $847,333 | 5,826 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $767,004 | 5,886 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $791,860 | 5,905 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||