J P Morgan Exchange-traded F shares owned by Cascade Wealth Advisors
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cascade Wealth Advisors
from 13F filings
Historical chart of Cascade Wealth Advisors investment in J P Morgan Exchange-traded F
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All positions including J P Morgan Exchange-traded F held by Cascade Wealth Advisors 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 123k | 59.51 |
| 2024-06-30 | $6.8M | 121k | 56.32 |
| 2024-03-31 | $5.2M | 93k | 56.20 |