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

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

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 76,600 shares of JEPQ stock, worth $4.03 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

76,600

Previous 86,400 11.34%

Holding current value

$4.03 Million

Previous $4.87 Billion 21.34%

% of portfolio

2.65%

Previous 3.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$51.45 - $58.51 $504,210 - $573,398	-9,800 Reduced 11.34%	76,600 $3.83 Billion
Q4 2024 Feb 05, 2025	BUY	$53.94 - $58.15 $88,245 - $95,133	1,636 Added 1.93%	86,400 $4.87 Billion
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

822

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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