J P MORGAN EXCHANGE TRADED F

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q1 2025
Shares 2,000 Value ($000) $114 Avg Close — Range —
Q4 2024
Shares 2,000 Value ($000) $115 Avg Close — Range —
Q3 2024
Shares 2,000 Value ($000) $119 Avg Close — Range —