J P MORGAN EXCHANGE TRADED F

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

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 32,768 Value ($000) $1,876 Avg Close — Range —
Q3 2025
Shares 28,736 Value ($000) $1,641 Avg Close — Range —
Q2 2025
Shares 27,726 Value ($000) $1,576 Avg Close — Range —
Q1 2025
Shares 28,196 Value ($000) $1,611 Avg Close — Range —
Q4 2024
Shares 19,284 Value ($000) $1,109 Avg Close — Range —
Q3 2024
Shares 13,616 Value ($000) $810 Avg Close — Range —
Q2 2024
Shares 11,777 Value ($000) $667 Avg Close — Range —
Q1 2024
Shares 8,688 Value ($000) $503 Avg Close — Range —
Q4 2023
Shares 12,314 Value ($000) $677 Avg Close — Range —
Q3 2023
Shares 20,383 Value ($000) $1,092 Avg Close — Range —
Q2 2023
Shares 41,208 Value ($000) $2,280 Avg Close — Range —
Q1 2023
Shares 467,452 Value ($000) $25,523 Avg Close — Range —
Q4 2022
Shares 473,205 Value ($000) $25,785 Avg Close — Range —
Q3 2022
Shares 27,052 Value ($000) $1,386 Avg Close — Range —
Q1 2022
Shares 9,520 Value ($000) $585 Avg Close — Range —
Q4 2021
Shares 10,925 Value ($000) $690 Avg Close — Range —
Q3 2021
Shares 10,800 Value ($000) $644 Avg Close — Range —
Q2 2021
Shares 5,400 Value ($000) $327 Avg Close — Range —
Q1 2021
Shares 3,600 Value ($000) $209 Avg Close — Range —