J P MORGAN EXCHANGE TRADED F

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

Aprio Wealth Management, LLC's Holding History (CIK: 0001803519)

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

Q4 2025
Shares 124,204 Value ($000) $7,109 Avg Close — Range —
Q3 2025
Shares 122,292 Value ($000) $6,983 Avg Close — Range —
Q2 2025
Shares 121,158 Value ($000) $6,888 Avg Close — Range —
Q1 2025
Shares 128,238 Value ($000) $7,328 Avg Close — Range —
Q4 2024
Shares 121,086 Value ($000) $6,966 Avg Close — Range —
Q3 2024
Shares 110,103 Value ($000) $6,552 Avg Close — Range —
Q2 2024
Shares 110,271 Value ($000) $6,250 Avg Close — Range —
Q1 2024
Shares 122,641 Value ($000) $7,096 Avg Close — Range —
Q4 2023
Shares 100,386 Value ($000) $5,519 Avg Close — Range —
Q3 2023
Shares 80,731 Value ($000) $4,324 Avg Close — Range —
Q2 2023
Shares 65,662 Value ($000) $3,633 Avg Close — Range —
Q1 2023
Shares 14,246 Value ($000) $778 Avg Close — Range —
Q4 2022
Shares 11,439 Value ($000) $623 Avg Close — Range —
Q3 2022
Shares 10,572 Value ($000) $542 Avg Close — Range —
Q2 2022
Shares 7,385 Value ($000) $409 Avg Close — Range —