J P MORGAN EXCHANGE TRADED F

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

Benchmark Financial Wealth Advisors, LLC's Holding History (CIK: 0001757706)

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

Q4 2025
Shares 16,135 Value ($000) $924 Avg Close Range
Q3 2025
Shares 19,645 Value ($000) $1,122 Avg Close Range
Q2 2025
Shares 21,910 Value ($000) $1,246 Avg Close Range
Q1 2025
Shares 24,088 Value ($000) $1,376 Avg Close Range
Q4 2024
Shares 22,030 Value ($000) $1,267 Avg Close Range
Q3 2024
Shares 18,557 Value ($000) $1,104 Avg Close Range
Q2 2024
Shares 16,803 Value ($000) $952 Avg Close Range
Q1 2024
Shares 12,333 Value ($000) $714 Avg Close Range
Q4 2023
Shares 5,261 Value ($000) $289 Avg Close Range
Q3 2023
Shares 4,474 Value ($000) $240 Avg Close Range