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

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 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 86,400 shares of JEPQ stock, worth $4.84 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
86,400
Previous 84,764 1.93%
Holding current value
$4.84 Million
Previous $4.66 Billion 4.62%
% of portfolio
3.3%
Previous 3.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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