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Cascade Investment Advisors, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascade Investment Advisors, Inc. on JPM, newest first. How the timeline and the estimate are built.

Cascade Investment Advisors, Inc. held 2,631 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,631 shares
    Change vs previous 13F -60 shares

    0.47% of the 13F portfolio, value $861,312.

    13F-HR 0001941040-26-000420 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,691 shares
    Change vs previous 13F -193 shares

    0.47% of the 13F portfolio, value $791,680.

    13F-HR 0001941040-26-000219 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,884 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $929,387.

    13F-HR 0001941040-26-000020 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,884 shares
    Change vs previous 13F -399 shares

    0.55% of the 13F portfolio, value $909,803.

    13F-HR 0001941040-25-000537 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,283 shares
    Change vs previous 13F 0 shares

    0.61% of the 13F portfolio, value $951,869.

    13F-HR 0001941040-25-000361 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,283 shares
    Change vs previous 13F -175 shares

    0.54% of the 13F portfolio, value $805,400.

    13F-HR 0001941040-25-000191 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,458 shares
    Change vs previous 13F -20 shares

    0.53% of the 13F portfolio, value $828,995.

    13F-HR 0001941040-25-000028 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,478 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $733,440.

    13F-HR 0001941040-24-000414 filed by Cascade Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).