Cascade Wealth Advisors, Inc J P Morgan Exchange Traded Fd Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 122,741 shares of JEPI stock, worth $7.38 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
122,741
Previous 121,228
1.25%
Holding current value
$7.38 Million
Previous $6.83 Billion
6.98%
% of portfolio
5.22%
Previous 5.05%
Shares
3 transactions
Others Institutions Holding JEPI
# of Institutions
1,166Shares Held
280MCall Options Held
307KPut Options Held
341K-
Morgan Stanley New York, NY39.4MShares$2.37 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$1.85 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY22.4MShares$1.35 Billion0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA12.5MShares$752 Million0.17% of portfolio
-
Ubs Group Ag7.13MShares$429 Million0.09% of portfolio