J P MORGAN EXCHANGE TRADED F

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

Wealthspire Advisors, LLC's Holding History (CIK: 0001646247)

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

Q4 2025
Shares 26,483 Value ($000) $1,516 Avg Close — Range —
Q3 2025
Shares 32,232 Value ($000) $1,840 Avg Close — Range —
Q2 2025
Shares 32,201 Value ($000) $1,831 Avg Close — Range —
Q1 2025
Shares 7,273 Value ($000) $416 Avg Close — Range —
Q4 2024
Shares 7,373 Value ($000) $424 Avg Close — Range —
Q2 2024
Shares 32,689 Value ($000) $1,853 Avg Close — Range —
Q3 2023
Shares 4,344 Value ($000) $233 Avg Close — Range —