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
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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 |
|---|---|---|---|
| 2025-09-30 | $525k | 9.2k | 57.10 |
| 2025-06-30 | $527k | 9.3k | 56.85 |
| 2025-03-31 | $529k | 9.3k | 57.14 |
| 2024-12-31 | $533k | 9.3k | 57.53 |
| 2024-09-30 | $552k | 9.3k | 59.60 |
| 2024-06-30 | $525k | 9.3k | 56.68 |
More positions owned by Cascade Financial Partners
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