J P MORGAN EXCHANGE TRADED F

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

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 202,838 Value ($000) $11,610 Avg Close — Range —
Q3 2025
Shares 194,071 Value ($000) $11,081 Avg Close — Range —
Q2 2025
Shares 187,376 Value ($000) $10,652 Avg Close — Range —
Q1 2025
Shares 190,409 Value ($000) $10,880 Avg Close — Range —
Q4 2024
Shares 168,421 Value ($000) $9,689 Avg Close — Range —
Q3 2024
Shares 160,148 Value ($000) $9,530 Avg Close — Range —
Q2 2024
Shares 158,092 Value ($000) $8,961 Avg Close — Range —
Q1 2024
Shares 150,786 Value ($000) $8,724 Avg Close — Range —
Q4 2023
Shares 147,470 Value ($000) $8,108 Avg Close — Range —
Q3 2023
Shares 144,363 Value ($000) $7,732 Avg Close — Range —
Q2 2023
Shares 120,580 Value ($000) $6,672 Avg Close — Range —
Q1 2023
Shares 83,949 Value ($000) $4,584 Avg Close — Range —
Q4 2022
Shares 40,715 Value ($000) $2,219 Avg Close — Range —
Q3 2022
Shares 5,920 Value ($000) $303 Avg Close — Range —