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J P Morgan Exchange-traded F shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $552k 9.3k 59.60
2024-06-30 $525k 9.3k 56.68

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Top funds holding J P Morgan Exchange-traded F

Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Advisor Group Holdings
Commonwealth Equity Services
Atlantic Trust
Raymond James Financial Services Advisors
Mml Investors Services
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Cambridge Investment Research Advisors
LPL Financial

View all funds holding J P Morgan Exchange-traded F