J P MORGAN EXCHANGE TRADED F

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

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 95,255 Value ($000) $5,452 Avg Close — Range —
Q3 2025
Shares 111,742 Value ($000) $6,380 Avg Close — Range —
Q2 2025
Shares 111,704 Value ($000) $6,350 Avg Close — Range —
Q1 2025
Shares 121,828 Value ($000) $6,961 Avg Close — Range —
Q4 2024
Shares 112,396 Value ($000) $6,466 Avg Close — Range —
Q3 2024
Shares 110,576 Value ($000) $6,580 Avg Close — Range —
Q2 2024
Shares 106,472 Value ($000) $6,035 Avg Close — Range —
Q1 2024
Shares 106,040 Value ($000) $6,135 Avg Close — Range —
Q4 2023
Shares 103,865 Value ($000) $5,710 Avg Close — Range —
Q3 2023
Shares 107,529 Value ($000) $5,759 Avg Close — Range —
Q2 2023
Shares 6,758 Value ($000) $374 Avg Close — Range —
Q1 2023
Shares 5,337 Value ($000) $291 Avg Close — Range —
Q4 2022
Shares 6,073 Value ($000) $331 Avg Close — Range —
Q3 2022
Shares 5,406 Value ($000) $277 Avg Close — Range —
Q2 2022
Shares 3,863 Value ($000) $214 Avg Close — Range —