J.P. Morgan Exchange-Traded Fund Trust

Cascade Wealth Advisors, Inc JEPI

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/4/2026

Shares

172,357

Value ($000)

10,069

Weight

4.6%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/4/2026	10,069	4.6%	172,357	12/31/2025
2025 Q3	11/12/2025	15,237	7.5%	268,627	9/30/2025
2025 Q2	8/11/2025	14,224	8.0%	253,728	6/30/2025