J P MORGAN EXCHANGE TRADED F

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

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 33,018 Value ($000) $1,904 Avg Close — Range —
Q3 2025
Shares 47,377 Value ($000) $2,705 Avg Close — Range —
Q2 2025
Shares 41,813 Value ($000) $2,377 Avg Close — Range —
Q1 2025
Shares 42,502 Value ($000) $2,429 Avg Close — Range —
Q4 2024
Shares 41,858 Value ($000) $2,425 Avg Close — Range —
Q3 2024
Shares 36,443 Value ($000) $2,169 Avg Close — Range —
Q2 2024
Shares 33,247 Value ($000) $1,884 Avg Close — Range —
Q1 2024
Shares 36,533 Value ($000) $2,114 Avg Close — Range —
Q4 2023
Shares 32,454 Value ($000) $1,798 Avg Close — Range —
Q3 2023
Shares 29,101 Value ($000) $1,559 Avg Close — Range —
Q2 2023
Shares 27,606 Value ($000) $1,527 Avg Close — Range —
Q1 2023
Shares 24,330 Value ($000) $1,328 Avg Close — Range —
Q4 2022
Shares 24,944 Value ($000) $1,373 Avg Close — Range —
Q3 2022
Shares 24,172 Value ($000) $1,238 Avg Close — Range —
Q2 2022
Shares 24,264 Value ($000) $1,345 Avg Close — Range —
Q1 2022
Shares 25,264 Value ($000) $1,551 Avg Close — Range —
Q4 2021
Shares 25,543 Value ($000) $1,614 Avg Close — Range —
Q3 2021
Shares 26,024 Value ($000) $1,551 Avg Close — Range —
Q2 2021
Shares 21,555 Value ($000) $1,306 Avg Close — Range —