J P MORGAN EXCHANGE TRADED F

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

Selective Wealth Management, Inc.'s Holding History (CIK: 0001755670)

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

Q4 2025
Shares 116,188 Value ($000) $6,789 Avg Close — Range —
Q3 2025
Shares 144,939 Value ($000) $8,243 Avg Close — Range —
Q2 2025
Shares 146,997 Value ($000) $8,357 Avg Close — Range —
Q1 2025
Shares 162,137 Value ($000) $8,752 Avg Close — Range —
Q4 2024
Shares 160,274 Value ($000) $9,216 Avg Close — Range —
Q3 2024
Shares 159,371 Value ($000) $9,401 Avg Close — Range —
Q2 2024
Shares 174,559 Value ($000) $9,798 Avg Close — Range —
Q1 2024
Shares 177,401 Value ($000) $10,055 Avg Close — Range —
Q4 2023
Shares 145,487 Value ($000) $7,971 Avg Close — Range —
Q3 2023
Shares 160,987 Value ($000) $8,507 Avg Close — Range —
Q2 2023
Shares 70,567 Value ($000) $3,871 Avg Close — Range —
Q4 2022
Shares 27,039 Value ($000) $1,487 Avg Close — Range —
Q3 2022
Shares 500 Value ($000) $26 Avg Close — Range —
Q2 2022
Shares 500 Value ($000) $28 Avg Close — Range —