J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Cascade Wealth Advisors, Inc's Holding History (CIK: 0002018936)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 7,150 Value ($000) $420 Avg Close — Range —
Q2 2025
Shares 7,811 Value ($000) $432 Avg Close — Range —
Q1 2025
Shares 76,600 Value ($000) $3,832 Avg Close — Range —
Q4 2024
Shares 86,400 Value ($000) $4,871 Avg Close — Range —
Q3 2024
Shares 84,764 Value ($000) $4,656 Avg Close — Range —
Q2 2024
Shares 87,753 Value ($000) $4,605 Avg Close — Range —
Q1 2024
Shares 62,911 Value ($000) $3,359 Avg Close — Range —