Cascade Wealth Advisors, Inc J P Morgan Exchange Traded Fd Transaction History

Cascade Wealth Advisors, Inc

$140 Billion
Q3 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 122,741 shares of JEPI stock, worth $7.14 Million. This represents 5.22% of its overall portfolio holdings.

Number of Shares

122,741

Previous 121,228 1.25%

Holding current value

$7.14 Million

Previous $6.83 Billion 6.98%

% of portfolio

5.22%

Previous 5.05%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,170

Shares Held

280M

Call Options Held

307K

Put Options Held

341K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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Cascade Wealth Advisors, Inc J P Morgan Exchange Traded Fd Transaction History