J P MORGAN EXCHANGE TRADED F

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

FOUNDERS FINANCIAL SECURITIES LLC's Holding History (CIK: 0001342396)

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

Q4 2025
Shares 58,737 Value ($000) $3,362 Avg Close Range
Q3 2025
Shares 30,757 Value ($000) $1,756 Avg Close Range
Q2 2025
Shares 29,110 Value ($000) $1,655 Avg Close Range
Q1 2025
Shares 28,193 Value ($000) $1,553 Avg Close Range
Q4 2024
Shares 25,760 Value ($000) $1,482 Avg Close Range
Q3 2024
Shares 21,922 Value ($000) $1,305 Avg Close Range
Q2 2024
Shares 19,509 Value ($000) $1,106 Avg Close Range
Q1 2024
Shares 11,242 Value ($000) $650 Avg Close Range
Q4 2023
Shares 8,175 Value ($000) $449 Avg Close Range
Q3 2023
Shares 5,051 Value ($000) $271 Avg Close Range