J P MORGAN EXCHANGE TRADED F

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

FORVIS Wealth Advisors, LLC's Holding History (CIK: 0001352864)

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

Q4 2025
Shares 58,125 Value ($000) $3,327 Avg Close — Range —
Q3 2025
Shares 45,210 Value ($000) $2,581 Avg Close — Range —
Q2 2025
Shares 33,658 Value ($000) $1,913 Avg Close — Range —
Q1 2025
Shares 11,294 Value ($000) $645 Avg Close — Range —