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Cascades Capital Asset Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cascades Capital Asset Management, LLC on JPM, newest first. How the timeline and the estimate are built.

Cascades Capital Asset Management, LLC held 6,827 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,827 shares
    Change vs previous 13F +52 shares

    0.83% of the 13F portfolio, value $2,234,518.

    13F-HR 0001398344-26-014575 filed by Cascades Capital Asset Management, LLC
    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 6,775 shares
    Change vs previous 13F -149 shares

    0.84% of the 13F portfolio, value $1,992,879.

    13F-HR 0001398344-26-009234 filed by Cascades Capital Asset Management, LLC
    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 6,924 shares
    Change vs previous 13F +447 shares

    0.93% of the 13F portfolio, value $2,231,063.

    13F-HR 0001398344-26-002198 filed by Cascades Capital Asset Management, LLC
    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 6,477 shares
    Change vs previous 13F +6 shares

    0.9% of the 13F portfolio, value $2,043,176.

    13F-HR 0001398344-25-020975 filed by Cascades Capital Asset Management, LLC
    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 6,471 shares
    Change vs previous 13F +1,213 shares

    0.96% of the 13F portfolio, value $1,875,956.

    13F-HR 0001398344-25-015501 filed by Cascades Capital Asset Management, LLC
    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 5,258 shares
    Change vs previous 13F +161 shares

    0.7% of the 13F portfolio, value $1,289,790.

    13F-HR 0001398344-25-009590 filed by Cascades Capital Asset Management, LLC
    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 5,097 shares
    Change vs previous 13F +8 shares

    0.65% of the 13F portfolio, value $1,221,710.

    13F-HR 0001398344-25-002603 filed by Cascades Capital Asset Management, LLC
    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 5,089 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,073,143.

    13F-HR 0001398344-24-020831 filed by Cascades Capital Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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