J P MORGAN EXCHANGE TRADED F

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 5,515 Value ($000) $316 Avg Close — Range —
Q3 2023
Shares 324 Value ($000) $17 Avg Close — Range —