J P MORGAN EXCHANGE TRADED F

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

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

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

Q4 2025
Shares 18,818 Value ($000) $1,077 Avg Close — Range —
Q3 2025
Shares 20,354 Value ($000) $1,162 Avg Close — Range —
Q2 2025
Shares 18,229 Value ($000) $1,036 Avg Close — Range —
Q1 2025
Shares 21,503 Value ($000) $1,229 Avg Close — Range —
Q4 2024
Shares 6,318 Value ($000) $363 Avg Close — Range —
Q3 2024
Shares 6,243 Value ($000) $372 Avg Close — Range —
Q2 2024
Shares 15,980 Value ($000) $906 Avg Close — Range —
Q1 2024
Shares 11,456 Value ($000) $663 Avg Close — Range —
Q4 2023
Shares 5,725 Value ($000) $315 Avg Close — Range —