Cascades Capital Asset Management, LLC JPM/PRC β€” JP Morgan Chase Preferred C

Ownership history in Cascades Capital Asset Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Cascades Capital Asset Management, LLC reported JP Morgan Chase Preferred C (JPM/PRC) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.91% in 2025 Q2. The latest visible filing shows JPM/PRC at 0.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JPM/PRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cascades Capital Asset Management, LLC's position in JP Morgan Chase Preferred C, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JPM/PRC was reported at 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cascades Capital Asset Management, LLC held JPM/PRC β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 61,425 -10,776 -14.9% 0.64% $1.5M 2026-05-15 β€”
2025 Q4 REDUCED β€” β€” β€” 72,201 -1,020 -1.4% 0.76% $1.8M 2026-02-04 β€”
2025 Q3 ADDED β€” β€” β€” 73,221 +3,205 +4.6% 0.82% $1.9M 2025-11-14 β€”
2025 Q2 ADDED β€” β€” β€” 70,016 +7,535 +12.1% 0.91% $1.8M 2025-08-14 β€”
2025 Q1 REDUCED β€” β€” β€” 62,481 -294 -0.5% 0.84% $1.6M 2025-05-15 β€”
2024 Q4 REDUCED β€” β€” β€” 62,775 -1,512 -2.4% 0.85% $1.6M 2025-02-13 β€”
2024 Q3 INITIATED β€” β€” β€” 64,287 β€” β€” 0.90% $1.6M 2024-11-14 β€”

🏒 Other funds also holding JPM/PRC

As of 2026 Q2 β€” sorted by position size

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0%

FAQ About Cascades Capital Asset Management, LLC and JPM/PRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cascades Capital Asset Management, LLC reported owning JPM/PRC?

Cascades Capital Asset Management, LLC reported JPM/PRC across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported JPM/PRC position in Cascades Capital Asset Management, LLC's portfolio?

The largest reported portfolio weight for JPM/PRC was 0.91% in 2025 Q2.

What is the latest reported JPM/PRC position on this page?

The most recent filing on this page is 2026 Q1, when Cascades Capital Asset Management, LLC reported 61,425 shares, equal to 0.64% of portfolio, with an estimated market value of $1.5M.

What does the chart on this JPM/PRC ownership page compare?

The chart compares Cascades Capital Asset Management, LLC's quarterly JPM/PRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Cascades Capital Asset Management, LLC Holdings