J P MORGAN EXCHANGE TRADED F

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

Winch Advisory Services, LLC's Holding History (CIK: 0001585822)

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

Q4 2025
Shares 6,922 Value ($000) $396 Avg Close — Range —
Q3 2025
Shares 6,922 Value ($000) $395 Avg Close — Range —
Q2 2025
Shares 5,600 Value ($000) $318 Avg Close — Range —
Q1 2025
Shares 5,611 Value ($000) $321 Avg Close — Range —
Q4 2024
Shares 5,611 Value ($000) $323 Avg Close — Range —
Q3 2024
Shares 5,446 Value ($000) $324 Avg Close — Range —
Q2 2024
Shares 5,320 Value ($000) $302 Avg Close — Range —
Q1 2024
Shares 2,356 Value ($000) $136 Avg Close — Range —
Q4 2023
Shares 1,226 Value ($000) $67 Avg Close — Range —
Q3 2021
Shares 69 Value ($000) $4 Avg Close — Range —