Cascade Wealth Advisors, Inc's ownership history for JEPI

Cascade Wealth Advisors, Inc currently holds 268.6K shares with a market value of $15.2M. It started holding JEPI on 2024-09-30. At its peak, it held 268.6K shares on 2025-09-30. Its highest holding value was $15.2M on 2025-09-30. At its lowest, it held 122.7K shares on 2024-09-30, with a value of $7.3M on 2024-09-30. In the recent 180 days, Cascade Wealth Advisors, Inc has increased its shares by 48.7K. In the recent year, Cascade Wealth Advisors, Inc has increased its shares by 145.9K.