Skip to content
Disclosery

Cassia Capital Partners, LLC: JPM position timeline

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

Cassia Capital Partners, LLC held 5,836 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,836 shares
    Change vs previous 13F -21 shares

    0.93% of the 13F portfolio, value $1,910,155.

    13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, 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 5,857 shares
    Change vs previous 13F +171 shares

    0.89% of the 13F portfolio, value $1,723,027.

    13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, 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 5,686 shares
    Change vs previous 13F -326 shares

    0.99% of the 13F portfolio, value $1,832,134.

    13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, 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 6,012 shares
    Change vs previous 13F +525 shares

    1.04% of the 13F portfolio, value $1,896,322.

    13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, 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 5,487 shares
    Change vs previous 13F +10 shares

    0.96% of the 13F portfolio, value $1,590,795.

    13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, 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 5,477 shares
    Change vs previous 13F +89 shares

    0.84% of the 13F portfolio, value $1,343,414.

    13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, 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 5,388 shares
    Change vs previous 13F +935 shares

    0.82% of the 13F portfolio, value $1,291,557.

    13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, 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 4,453 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $938,960.

    13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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