J P MORGAN EXCHANGE TRADED F

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 266,092 Value ($000) $15,231 Avg Close — Range —
Q3 2025
Shares 41,880 Value ($000) $2,391 Avg Close — Range —
Q2 2025
Shares 30,323 Value ($000) $1,724 Avg Close — Range —
Q1 2025
Shares 28,388 Value ($000) $1,622 Avg Close — Range —
Q4 2024
Shares 26,024 Value ($000) $1,497 Avg Close — Range —
Q3 2024
Shares 24,691 Value ($000) $1,469 Avg Close — Range —
Q2 2024
Shares 26,170 Value ($000) $1,483 Avg Close — Range —
Q1 2024
Shares 33,993 Value ($000) $1,967 Avg Close — Range —
Q4 2023
Shares 5,968 Value ($000) $328 Avg Close — Range —
Q1 2023
Shares 21,180 Value ($000) $1,156 Avg Close — Range —
Q4 2022
Shares 66,329 Value ($000) $3,614 Avg Close — Range —
Q3 2022
Shares 78,567 Value ($000) $4,025 Avg Close — Range —
Q2 2022
Shares 62,030 Value ($000) $3,440 Avg Close — Range —
Q1 2022
Shares 31,848 Value ($000) $1,955 Avg Close — Range —
Q4 2021
Shares 22,934 Value ($000) $1,449 Avg Close — Range —
Q3 2021
Shares 21,248 Value ($000) $1,267 Avg Close — Range —