J P MORGAN EXCHANGE TRADED F

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

Essex Financial Services, Inc.'s Holding History (CIK: 0001315785)

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

Q4 2025
Shares 76,307 Value ($000) $4,368 Avg Close — Range —
Q3 2025
Shares 101,105 Value ($000) $5,773 Avg Close — Range —
Q2 2025
Shares 102,675 Value ($000) $5,837 Avg Close — Range —
Q1 2025
Shares 99,167 Value ($000) $5,666 Avg Close — Range —
Q4 2024
Shares 101,837 Value ($000) $5,859 Avg Close — Range —
Q3 2024
Shares 95,774 Value ($000) $5,708 Avg Close — Range —
Q2 2024
Shares 97,493 Value ($000) $5,481 Avg Close — Range —
Q1 2024
Shares 95,244 Value ($000) $5,511 Avg Close — Range —
Q4 2023
Shares 91,263 Value ($000) $5,018 Avg Close — Range —
Q3 2023
Shares 87,781 Value ($000) $4,702 Avg Close — Range —
Q2 2023
Shares 80,844 Value ($000) $4,473 Avg Close — Range —
Q1 2023
Shares 80,214 Value ($000) $4,380 Avg Close — Range —
Q4 2022
Shares 66,729 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 54,490 Value ($000) $2,792 Avg Close — Range —
Q2 2022
Shares 45,238 Value ($000) $2,508 Avg Close — Range —
Q1 2022
Shares 10,628 Value ($000) $653 Avg Close — Range —
Q4 2021
Shares 6,335 Value ($000) $400 Avg Close — Range —
Q3 2021
Shares 3,905 Value ($000) $233 Avg Close — Range —