J P MORGAN EXCHANGE TRADED F

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

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 25,293 Value ($000) $1,448 Avg Close — Range —
Q3 2025
Shares 24,991 Value ($000) $1,427 Avg Close — Range —
Q2 2025
Shares 25,634 Value ($000) $1,457 Avg Close — Range —
Q1 2025
Shares 24,725 Value ($000) $1,413 Avg Close — Range —
Q4 2024
Shares 24,560 Value ($000) $1,413 Avg Close — Range —
Q3 2024
Shares 23,317 Value ($000) $1,388 Avg Close — Range —
Q2 2024
Shares 23,898 Value ($000) $1,355 Avg Close — Range —
Q1 2024
Shares 24,448 Value ($000) $1,415 Avg Close — Range —
Q4 2023
Shares 27,523 Value ($000) $1,513 Avg Close — Range —
Q3 2023
Shares 24,870 Value ($000) $1,332 Avg Close — Range —
Q2 2023
Shares 24,219 Value ($000) $1,340 Avg Close — Range —
Q1 2023
Shares 23,324 Value ($000) $1,274 Avg Close — Range —
Q4 2022
Shares 7,057 Value ($000) $385 Avg Close — Range —