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

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

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 253,728 shares of JEPI stock, worth $14.4 Million. This represents 8.04% of its overall portfolio holdings.

Number of Shares

253,728

Previous 219,932 15.37%

Holding current value

$14.4 Million

Previous $12 Billion 18.65%

% of portfolio

8.04%

Previous 8.29%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$51.14 - $57.0 $1.73 Million - $1.93 Million	33,796 Added 15.37%	253,728 $14.2 Billion
Q1 2025 May 09, 2025	BUY	$56.17 - $59.71 $4.4 Million - $4.68 Million	78,381 Added 55.37%	219,932 $12 Billion
Q4 2024 Feb 05, 2025	BUY	$57.53 - $60.83 $1.08 Million - $1.14 Million	18,810 Added 15.32%	141,551 $8.14 Billion
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

1,410

Shares Held

345M

Call Options Held

839K

Put Options Held

640K

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