J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 33,254 Value ($000) $1,903 Avg Close — Range —
Q3 2025
Shares 32,820 Value ($000) $1,874 Avg Close — Range —
Q2 2025
Shares 30,243 Value ($000) $1,719 Avg Close — Range —
Q1 2025
Shares 29,703 Value ($000) $1,697 Avg Close — Range —
Q4 2024
Shares 27,150 Value ($000) $1,562 Avg Close — Range —
Q3 2024
Shares 26,820 Value ($000) $1,596 Avg Close — Range —
Q2 2024
Shares 23,493 Value ($000) $1,332 Avg Close — Range —
Q1 2024
Shares 17,373 Value ($000) $1,005 Avg Close — Range —
Q4 2023
Shares 10,173 Value ($000) $559 Avg Close — Range —
Q3 2023
Shares 4,321 Value ($000) $231 Avg Close — Range —