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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
BUY
$55.45 - $57.39 $55 - $57
1 Added 0.01%
9,258 $525 Million
Q1 2024

May 14, 2024
BUY
$54.75 - $57.86 $506,820 - $535,610
9,257 New
9,257 $520 Million

Others Institutions Holding JEPI

# of Institutions
1,129
Shares Held
270M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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