J P MORGAN EXCHANGE TRADED F

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

Curran Financial Partners, LLC's Holding History (CIK: 0001843867)

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

Q4 2025
Shares 369,666 Value ($000) $21,160 Avg Close — Range —
Q3 2025
Shares 340,270 Value ($000) $19,429 Avg Close — Range —
Q2 2025
Shares 302,416 Value ($000) $17,192 Avg Close — Range —
Q1 2025
Shares 275,440 Value ($000) $15,739 Avg Close — Range —
Q4 2024
Shares 245,554 Value ($000) $14,127 Avg Close — Range —
Q3 2024
Shares 224,408 Value ($000) $13,355 Avg Close — Range —
Q2 2024
Shares 211,346 Value ($000) $11,979 Avg Close — Range —
Q1 2024
Shares 207,402 Value ($000) $12,000 Avg Close — Range —
Q4 2023
Shares 203,014 Value ($000) $11,296 Avg Close — Range —
Q3 2023
Shares 191,752 Value ($000) $10,270 Avg Close — Range —
Q2 2023
Shares 183,803 Value ($000) $10,170 Avg Close — Range —
Q1 2023
Shares 172,148 Value ($000) $9,399 Avg Close — Range —
Q4 2022
Shares 143,213 Value ($000) $7,804 Avg Close — Range —
Q3 2022
Shares 121,569 Value ($000) $6,228 Avg Close — Range —
Q2 2022
Shares 77,502 Value ($000) $4,297 Avg Close — Range —
Q1 2022
Shares 51,922 Value ($000) $3,188 Avg Close — Range —
Q4 2021
Shares 21,868 Value ($000) $1,382 Avg Close — Range —