J P MORGAN EXCHANGE TRADED F

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

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

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

Q4 2025
Shares 7,061 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 5,892 Value ($000) $336 Avg Close — Range —
Q2 2025
Shares 5,080 Value ($000) $289 Avg Close — Range —