J P MORGAN EXCHANGE TRADED F

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

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001851395)

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

Q4 2025
Shares 4,512 Value ($000) $258 Avg Close — Range —
Q3 2025
Shares 5,947 Value ($000) $340 Avg Close — Range —
Q2 2025
Shares 6,447 Value ($000) $367 Avg Close — Range —
Q1 2025
Shares 36,673 Value ($000) $2,095 Avg Close — Range —
Q4 2024
Shares 40,752 Value ($000) $2,344 Avg Close — Range —
Q3 2024
Shares 43,295 Value ($000) $2,577 Avg Close — Range —
Q2 2024
Shares 45,761 Value ($000) $2,594 Avg Close — Range —
Q1 2024
Shares 46,670 Value ($000) $2,700 Avg Close — Range —
Q4 2023
Shares 42,439 Value ($000) $2,333 Avg Close — Range —
Q3 2023
Shares 54,340 Value ($000) $2,910 Avg Close — Range —
Q2 2023
Shares 31,849 Value ($000) $1,762 Avg Close — Range —
Q1 2023
Shares 23,942 Value ($000) $1,307 Avg Close — Range —
Q4 2022
Shares 22,042 Value ($000) $1,201 Avg Close — Range —
Q3 2022
Shares 16,602 Value ($000) $96 Avg Close — Range —
Q2 2022
Shares 4,122 Value ($000) $228 Avg Close — Range —