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CASCADE INVESTMENT GROUP, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASCADE INVESTMENT GROUP, INC. on JPM, newest first. How the timeline and the estimate are built.

CASCADE INVESTMENT GROUP, INC. held 6,043 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,043 shares
    Change vs previous 13F +82 shares

    1.11% of the 13F portfolio, value $1,999,292.

    13F-HR 0001172661-26-004496 filed by CASCADE INVESTMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,961 shares
    Change vs previous 13F -23 shares

    1.09% of the 13F portfolio, value $1,951,249.

    13F-HR 0001172661-26-002766 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,984 shares
    Change vs previous 13F +208 shares

    1.16% of the 13F portfolio, value $1,760,234.

    13F-HR 0001172661-26-001767 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,776 shares
    Change vs previous 13F 0 shares

    1.24% of the 13F portfolio, value $1,861,065.

    13F-HR 0001172661-26-000257 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,776 shares
    Change vs previous 13F -11 shares

    1.21% of the 13F portfolio, value $1,821,794.

    13F-HR 0001172661-25-004485 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,787 shares
    Change vs previous 13F +294 shares

    1.17% of the 13F portfolio, value $1,677,831.

    13F-HR 0001172661-25-002702 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,493 shares
    Change vs previous 13F -258 shares

    1.04% of the 13F portfolio, value $1,347,486.

    13F-HR 0001172661-25-001850 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,751 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,378,585.

    13F-HR 0001172661-25-000206 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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