Cascade Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 9,260 shares of JEPI stock, worth $561,896. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,260
Previous 9,258 0.02%
Holding current value
$561,896
Previous $525 Million 5.17%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 24, 2024
BUY
$54.98 - $59.51 $109 - $119
2 Added 0.02%
9,260 $552 Million
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
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
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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