Cascade Wealth Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 87,753 shares of JEPQ stock, worth $4.81 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
87,753
Previous 62,911
39.49%
Holding current value
$4.81 Million
Previous $3.36 Billion
37.08%
% of portfolio
3.41%
Previous 2.85%
Shares
2 transactions
Others Institutions Holding JEPQ
# of Institutions
591Shares Held
106MCall Options Held
93.9KPut Options Held
84.7K-
Jpmorgan Chase & CO New York, NY16.4MShares$900 Million0.08% of portfolio
-
Morgan Stanley New York, NY12.6MShares$693 Million0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.22MShares$395 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC5.8MShares$318 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA4.83MShares$265 Million0.07% of portfolio