A detailed history of Cascade Wealth Advisors, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 122,741 shares of JEPI stock, worth $7.38 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares
122,741
Previous 121,228 1.25%
Holding current value
$7.38 Million
Previous $6.83 Billion 6.98%
% of portfolio
5.22%
Previous 5.05%

Shares

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

Oct 15, 2024

BUY
$54.98 - $59.51 $83,184 - $90,038
1,513 Added 1.25%
122,741 $7.3 Billion
Q2 2024

Jul 26, 2024

BUY
$55.45 - $57.39 $1.59 Million - $1.64 Million
28,650 Added 30.95%
121,228 $6.83 Billion
Q1 2024

Apr 15, 2024

BUY
$54.75 - $57.86 $5.07 Million - $5.36 Million
92,578 New
92,578 $5.2 Billion

Others Institutions Holding JEPI

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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