Cascade Financial Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Cascade Financial Partners, LLC

  • $872 Billion
  • Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 3,886 shares of JEPQ stock, worth $224,688. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,886
Previous 3,886 -0.0%
Holding current value
$224,688
Previous $211 Million 5.74%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$51.45 - $58.51 $12,605 - $14,334
245 Added 6.73%
3,886 $201 Million
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $185,108 - $202,293
3,641 New
3,641 $202 Million

Others Institutions Holding JEPQ

# of Institutions
916
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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