J P MORGAN EXCHANGE TRADED F

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

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

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

Q4 2025
Shares 45,806 Value ($000) $2,622 Avg Close — Range —
Q3 2025
Shares 42,607 Value ($000) $2,433 Avg Close — Range —
Q2 2025
Shares 42,447 Value ($000) $2,413 Avg Close — Range —
Q1 2025
Shares 53,914 Value ($000) $3,081 Avg Close — Range —
Q4 2024
Shares 157,685 Value ($000) $9,072 Avg Close — Range —
Q3 2024
Shares 138,294 Value ($000) $8,230 Avg Close — Range —
Q2 2024
Shares 126,523 Value ($000) $7,171 Avg Close — Range —
Q1 2024
Shares 100,664 Value ($000) $5,824 Avg Close — Range —
Q4 2023
Shares 77,891 Value ($000) $4,282 Avg Close — Range —
Q3 2023
Shares 67,741 Value ($000) $3,628 Avg Close — Range —
Q2 2023
Shares 61,269 Value ($000) $3,390 Avg Close — Range —
Q1 2023
Shares 49,797 Value ($000) $2,719 Avg Close — Range —
Q4 2022
Shares 22,884 Value ($000) $1,247 Avg Close — Range —
Q3 2022
Shares 23,148 Value ($000) $1,186 Avg Close — Range —
Q2 2022
Shares 18,236 Value ($000) $1,011 Avg Close — Range —
Q1 2022
Shares 10,600 Value ($000) $650 Avg Close — Range —
Q4 2021
Shares 8,752 Value ($000) $553 Avg Close — Range —
Q3 2021
Shares 8,100 Value ($000) $483 Avg Close — Range —