J P MORGAN EXCHANGE TRADED F

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

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 157,373 Value ($000) $9,008 Avg Close — Range —
Q3 2025
Shares 154,044 Value ($000) $8,796 Avg Close — Range —
Q2 2025
Shares 177,380 Value ($000) $10,084 Avg Close — Range —
Q1 2025
Shares 185,345 Value ($000) $10,591 Avg Close — Range —
Q4 2024
Shares 120,930 Value ($000) $6,957 Avg Close — Range —
Q3 2024
Shares 109,258 Value ($000) $6,502 Avg Close — Range —
Q2 2024
Shares 106,199 Value ($000) $6,104 Avg Close — Range —
Q1 2024
Shares 97,790 Value ($000) $5,469 Avg Close — Range —
Q4 2023
Shares 90,197 Value ($000) $4,959 Avg Close — Range —
Q3 2023
Shares 97,024 Value ($000) $5,197 Avg Close — Range —
Q2 2023
Shares 59,454 Value ($000) $3,290 Avg Close — Range —
Q1 2023
Shares 103 Value ($000) $6 Avg Close — Range —