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Cascade Wealth Advisors »

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
2024-03-31	$3.4M	63k	53.40

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)

Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)

Ishares Tr 0-5yr Hi Yl Cp (SHYG)

Dimensional Etf Trust Us Small Cap Etf (DFAS)

Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)

Vanguard Index Fds Growth Etf (VUG)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Vanguard Index Fds Value Etf (VTV)

Vanguard Scottsdale Fds Short Term Treas (VGSH)

J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)

Neos Etf Trust Neos S&p 500 Hi (SPYI)

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

Dimensional Etf Trust Us Mktwide Value (DFUV)

Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade Wealth Advisors

Top funds holding Jpmorgan Nasdaq Equity Premium Income Etf

Jpmorgan Chase & Co

Wells Fargo & Company

UBS Group

Bank of America Corporation

Marks Wealth

RiverFront Investment Group

Advisor Group Holdings

Royal Bank of Canada

Commonwealth Equity Services

Raymond James Financial Services Advisors

Global Assets Advisory

Hilton Capital Management

Raymond James & Associates

Janney Montgomery Scott

Private Advisor

View all funds holding Jpmorgan Nasdaq Equity Premium Income Etf

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