J P MORGAN EXCHANGE TRADED F

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

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 12,834 Value ($000) $735 Avg Close — Range —
Q3 2025
Shares 14,334 Value ($000) $818 Avg Close — Range —
Q2 2025
Shares 14,334 Value ($000) $815 Avg Close — Range —
Q1 2025
Shares 9,334 Value ($000) $533 Avg Close — Range —
Q4 2024
Shares 9,334 Value ($000) $537 Avg Close — Range —
Q3 2024
Shares 9,334 Value ($000) $555 Avg Close — Range —
Q2 2024
Shares 9,334 Value ($000) $529 Avg Close — Range —
Q1 2024
Shares 9,334 Value ($000) $540 Avg Close — Range —
Q4 2023
Shares 9,334 Value ($000) $513 Avg Close — Range —
Q3 2023
Shares 9,334 Value ($000) $500 Avg Close — Range —
Q2 2023
Shares 10,334 Value ($000) $572 Avg Close — Range —
Q1 2023
Shares 10,334 Value ($000) $564 Avg Close — Range —