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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in J P Morgan Exchange-traded F by Cascade Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.2M | 93k | 56.20 |