J P Morgan Exchange-traded F shares owned by Cascades Capital Asset Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Cascades Capital Asset Management
from 13F filings
Historical chart of Cascades Capital Asset Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Cascades Capital Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1M | 19k | 57.24 |
| 2025-09-30 | $1.3M | 22k | 57.10 |
| 2025-06-30 | $1.4M | 24k | 56.85 |
| 2025-03-31 | $851k | 15k | 57.14 |
| 2024-12-31 | $527k | 9.2k | 57.53 |
| 2024-09-30 | $652k | 11k | 59.51 |
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