JPMORGAN CHASE & CO

CUSIP: 46625H365 Class: ALERIAN ML ETN

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2023
Shares 52,170 Value ($000) $1,323 Avg Close — Range —
Q3 2023
Shares 55,915 Value ($000) $1,381 Avg Close — Range —
Q2 2023
Shares 57,875 Value ($000) $1,326 Avg Close — Range —
Q1 2023
Shares 59,280 Value ($000) $1,315 Avg Close — Range —
Q4 2022
Shares 60,890 Value ($000) $1,324 Avg Close — Range —
Q3 2022
Shares 60,748 Value ($000) $1,218 Avg Close — Range —
Q2 2022
Shares 59,113 Value ($000) $1,121 Avg Close — Range —
Q1 2022
Shares 59,375 Value ($000) $1,235 Avg Close — Range —
Q4 2021
Shares 47,500 Value ($000) $846 Avg Close — Range —