J P MORGAN EXCHANGE TRADED F

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q2 2025
Shares 3,582 Value ($000) $204 Avg Close — Range —
Q1 2025
Shares 9,946 Value ($000) $564 Avg Close — Range —
Q4 2024
Shares 10,027 Value ($000) $581 Avg Close — Range —
Q3 2024
Shares 8,541 Value ($000) $508 Avg Close — Range —
Q2 2024
Shares 157,698 Value ($000) $8,938 Avg Close — Range —
Q1 2024
Shares 147,785 Value ($000) $8,551 Avg Close — Range —
Q4 2023
Shares 130,685 Value ($000) $7,240 Avg Close — Range —
Q3 2023
Shares 124,264 Value ($000) $6,656 Avg Close — Range —
Q2 2023
Shares 107,371 Value ($000) $5,941 Avg Close — Range —