J P MORGAN EXCHANGE TRADED F

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 62,355 Value ($000) $3,569 Avg Close — Range —
Q3 2025
Shares 68,661 Value ($000) $3,921 Avg Close — Range —
Q2 2025
Shares 76,572 Value ($000) $4,353 Avg Close — Range —
Q1 2025
Shares 99,920 Value ($000) $5,709 Avg Close — Range —
Q4 2024
Shares 121,565 Value ($000) $6,994 Avg Close — Range —
Q3 2024
Shares 115,433 Value ($000) $6,869 Avg Close — Range —
Q2 2024
Shares 117,796 Value ($000) $6,677 Avg Close — Range —
Q1 2024
Shares 118,567 Value ($000) $6,860 Avg Close — Range —
Q4 2023
Shares 130,823 Value ($000) $7,193 Avg Close — Range —
Q3 2023
Shares 114,306 Value ($000) $6,122 Avg Close — Range —
Q2 2023
Shares 110,989 Value ($000) $6,141 Avg Close — Range —
Q1 2023
Shares 88,100 Value ($000) $4,810 Avg Close — Range —
Q4 2022
Shares 76,743 Value ($000) $4,182 Avg Close — Range —
Q3 2022
Shares 61,276 Value ($000) $3,139 Avg Close — Range —
Q2 2022
Shares 19,110 Value ($000) $1,060 Avg Close — Range —
Q1 2022
Shares 9,159 Value ($000) $562,000 Avg Close — Range —