J P MORGAN EXCHANGE TRADED F

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

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q3 2025
Shares 83,103 Value ($000) $4,745 Avg Close — Range —
Q2 2025
Shares 83,660 Value ($000) $4,756 Avg Close — Range —
Q1 2025
Shares 136,927 Value ($000) $7,824 Avg Close — Range —
Q4 2024
Shares 134,660 Value ($000) $7,747 Avg Close — Range —
Q3 2024
Shares 134,414 Value ($000) $7,947 Avg Close — Range —
Q2 2024
Shares 5,418 Value ($000) $307 Avg Close — Range —