Cascade Wealth Advisors, Inc J P Morgan Exchange Traded Fd Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
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 92,578 shares of JEPI stock, worth $5.25 Million. This represents 4.42% of its overall portfolio holdings.
Number of Shares
92,578Holding current value
$5.25 Million% of portfolio
4.42%Shares
1 transactions
Others Institutions Holding JEPI
# of Institutions
1,088Shares Held
272MCall Options Held
311KPut Options Held
428K-
Morgan Stanley New York, NY37.1MShares$2.1 Billion0.17% of portfolio
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Bank Of America Corp Charlotte, NC26.6MShares$1.51 Billion0.15% of portfolio
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Jpmorgan Chase & CO New York, NY22MShares$1.25 Billion0.12% of portfolio
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Wells Fargo & Company San Francisco, CA12.3MShares$694 Million0.17% of portfolio
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Royal Bank Of Canada Toronto, A66.74MShares$382 Million0.09% of portfolio