Cascade Wealth Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

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 7,150 shares of JEPQ stock, worth $413,413. This represents 0.21% of its overall portfolio holdings.

Number of Shares

7,150

Previous 7,811 8.46%

Holding current value

$413,413

Previous $432 Million 2.76%

% of portfolio

0.21%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$53.81 - $57.52 $35,568 - $38,020	-661 Reduced 8.46%	7,150 $420 Million
Q2 2025 Aug 11, 2025	SELL	$45.88 - $54.4 $3.16 Million - $3.74 Million	-68,789 Reduced 89.8%	7,811 $432 Million
Q1 2025 May 09, 2025	SELL	$51.45 - $58.51 $504,210 - $573,398	-9,800 Reduced 11.34%	76,600 $3.83 Billion
Q4 2024 Feb 05, 2025	BUY	$53.94 - $58.15 $88,245 - $95,133	1,636 Added 1.93%	86,400 $4.87 Billion
Q3 2024 Oct 15, 2024	SELL	$49.7 - $56.11 $148,553 - $167,712	-2,989 Reduced 3.41%	84,764 $4.66 Billion

Q2 2024 Jul 26, 2024	BUY	$50.84 - $55.56 $1.26 Million - $1.38 Million	24,842 Added 39.49%	87,753 $4.61 Billion
Q1 2024 Apr 15, 2024	BUY	$49.02 - $54.29 $3.08 Million - $3.42 Million	62,911 New	62,911 $3.36 Billion

Others Institutions Holding JEPQ

# of Institutions

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Cascade Wealth Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History