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Jpmorgan Nasdaq Equity Premium Income Etf shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of Jpmorgan Nasdaq Equity Premium Income Etf (JEPQ) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in Jpmorgan Nasdaq Equity Premium Income Etf

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Nasdaq Equity Premium Income Etf held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Nasdaq Equity Premium Income Etf by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 85k 54.93
2024-06-30 $4.6M 88k 52.48
2024-03-31 $3.4M 63k 53.40

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for Cascade Wealth Advisors

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
Envestnet Asset Management
International Assets Investment Management
Advisor Group Holdings
Royal Bank of Canada
RiverFront Investment Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Cetera Investment Advisers
Requisite Capital Management
Private Advisor

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf