J P MORGAN EXCHANGE TRADED F

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

Moss Adams Wealth Advisors LLC's Holding History (CIK: 0001661245)

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

Q2 2025
Shares 8,402 Value ($000) $478 Avg Close — Range —
Q1 2025
Shares 9,410 Value ($000) $538 Avg Close — Range —
Q4 2024
Shares 10,318 Value ($000) $598 Avg Close — Range —
Q3 2024
Shares 10,347 Value ($000) $616 Avg Close — Range —
Q2 2024
Shares 13,721 Value ($000) $778 Avg Close — Range —
Q1 2024
Shares 58,478 Value ($000) $3,384 Avg Close — Range —
Q4 2023
Shares 950,282 Value ($000) $52,548 Avg Close — Range —
Q3 2023
Shares 935,777 Value ($000) $50,120 Avg Close — Range —
Q2 2023
Shares 914,082 Value ($000) $50,576 Avg Close — Range —
Q1 2023
Shares 877,222 Value ($000) $47,896 Avg Close — Range —