J P MORGAN EXCHANGE TRADED F

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 62,827 Value ($000) $3,596 Avg Close — Range —
Q3 2025
Shares 56,334 Value ($000) $3,217 Avg Close — Range —
Q2 2025
Shares 49,825 Value ($000) $2,833 Avg Close — Range —
Q4 2024
Shares 46,199 Value ($000) $2,658 Avg Close — Range —
Q3 2024
Shares 56,610 Value ($000) $3,369 Avg Close — Range —
Q2 2024
Shares 44,033 Value ($000) $2,496 Avg Close — Range —
Q1 2024
Shares 24,889 Value ($000) $1,440 Avg Close — Range —
Q4 2023
Shares 23,872 Value ($000) $1,317 Avg Close — Range —
Q3 2023
Shares 44,642 Value ($000) $2,359 Avg Close — Range —
Q2 2023
Shares 7,691 Value ($000) $426 Avg Close — Range —
Q1 2023
Shares 1,308 Value ($000) $71 Avg Close — Range —
Q4 2022
Shares 1,088 Value ($000) $59 Avg Close — Range —
Q3 2022
Shares 4,391 Value ($000) $240 Avg Close — Range —
Q2 2022
Shares 19,440 Value ($000) $1,078 Avg Close — Range —
Q1 2022
Shares 19,830 Value ($000) $1,129 Avg Close — Range —
Q3 2021
Shares 112 Value ($000) $7 Avg Close — Range —