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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

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Cascades Capital Asset Management 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 Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $652k 11k 59.51

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Common Equity (VOO)
Vanguard S&P 500 Value Common Equity (VOOV)
Vanguard Dividend Appreciation ETF Common Equity (VIG)
Microsoft Corp Common Equity (MSFT)
Apple Common Equity (AAPL)
Nvidia Corp Common Equity (NVDA)
Vanguard Growth ETF Common Equity (VUG)
Unitedhealth Group Common Equity (UNH)
Wisdomtree Floating Rate Treasury ETF Common Equity (USFR)
Wisdomtree US Quality Dividend Common Equity (DGRW)
S P D R S&p 500 Etf Common Equity (SPY)
Vanguard Mid Cap Index ETF Common Equity (VO)
Alphabet Inc Class A Common Equity (GOOGL)
Pacer Swan SOS Fund Of Funds Common Equity (PSFF)
Lilly Eli & Company Common Equity (LLY)

View all positions for Cascades Capital Asset Management

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Envestnet Asset Management
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
HighTower Advisors
Cetera Investment Advisers
Atlantic Trust
Raymond James Financial Services Advisors
Northwestern Mutual Wealth Management Company

View all funds holding J P Morgan Exchange-traded F