J P MORGAN EXCHANGE TRADED F

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

Advisor OS, LLC's Holding History (CIK: 0001767580)

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

Q4 2024
Shares 118,728 Value ($000) $6,830 Avg Close Range
Q3 2024
Shares 100,709 Value ($000) $5,993 Avg Close Range
Q2 2024
Shares 95,138 Value ($000) $5,392 Avg Close Range
Q1 2024
Shares 102,229 Value ($000) $5,915 Avg Close Range
Q4 2023
Shares 314,338 Value ($000) $17,282 Avg Close Range
Q3 2023
Shares 294,019 Value ($000) $15,748 Avg Close Range
Q2 2023
Shares 246,625 Value ($000) $13,646 Avg Close Range
Q1 2023
Shares 45,545 Value ($000) $2,487 Avg Close Range