Cascade Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 9,258 shares of JEPI stock, worth $536,315. This represents 0.07% of its overall portfolio holdings.
Number of Shares
9,258
Previous 9,257
0.01%
Holding current value
$536,315
Previous $520 Million
0.86%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,129Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.21 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.63 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.09 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$733 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$412 Million0.14% of portfolio