Cascade Wealth Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 84,764 shares of JEPQ stock, worth $4.93 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares
84,764
Previous 87,753 3.41%
Holding current value
$4.93 Million
Previous $4.61 Billion 1.1%
% of portfolio
3.33%
Previous 3.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$49.7 - $56.11 $148,553 - $167,712
-2,989 Reduced 3.41%
84,764 $4.66 Billion
Q2 2024

Jul 26, 2024
BUY
$50.84 - $55.56 $1.26 Million - $1.38 Million
24,842 Added 39.49%
87,753 $4.61 Billion
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $3.08 Million - $3.42 Million
62,911 New
62,911 $3.36 Billion

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email