J P MORGAN EXCHANGE TRADED F

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

SimpliFi, Inc.'s Holding History (CIK: 0001716983)

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

Q4 2025
Shares 7,635 Value ($000) $437 Avg Close — Range —
Q3 2025
Shares 7,493 Value ($000) $428 Avg Close — Range —
Q2 2025
Shares 7,345 Value ($000) $418 Avg Close — Range —
Q1 2025
Shares 7,159 Value ($000) $409 Avg Close — Range —
Q4 2024
Shares 7,032 Value ($000) $405 Avg Close — Range —
Q3 2024
Shares 7,428 Value ($000) $442 Avg Close — Range —
Q2 2024
Shares 7,296 Value ($000) $414 Avg Close — Range —
Q1 2024
Shares 7,639 Value ($000) $442 Avg Close — Range —
Q4 2023
Shares 6,890 Value ($000) $369 Avg Close — Range —
Q3 2023
Shares 6,890 Value ($000) $369 Avg Close — Range —
Q2 2023
Shares 6,768 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 4,510 Value ($000) $246 Avg Close — Range —