J P MORGAN EXCHANGE TRADED F

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

Spire Wealth Management's Holding History (CIK: 0001858740)

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

Q4 2025
Shares 107,708 Value ($000) $6,165 Avg Close — Range —
Q3 2025
Shares 104,965 Value ($000) $5,993 Avg Close — Range —
Q2 2025
Shares 157,616 Value ($000) $8,960 Avg Close — Range —
Q1 2025
Shares 151,225 Value ($000) $8,641 Avg Close — Range —
Q4 2024
Shares 119,674 Value ($000) $6,885 Avg Close — Range —
Q3 2024
Shares 113,366 Value ($000) $6,746 Avg Close — Range —
Q2 2024
Shares 107,803 Value ($000) $6,110 Avg Close — Range —
Q1 2024
Shares 305,544 Value ($000) $17,679 Avg Close — Range —
Q4 2023
Shares 282,296 Value ($000) $15,656 Avg Close — Range —
Q3 2023
Shares 243,653 Value ($000) $13,050 Avg Close — Range —
Q2 2023
Shares 218,733 Value ($000) $12,103 Avg Close — Range —
Q1 2023
Shares 188,464 Value ($000) $10,290 Avg Close — Range —
Q4 2022
Shares 83,486 Value ($000) $5 Avg Close — Range —
Q3 2022
Shares 57,572 Value ($000) $2,949 Avg Close — Range —
Q2 2022
Shares 74,723 Value ($000) $4,143 Avg Close — Range —
Q1 2022
Shares 147,288 Value ($000) $9,098 Avg Close — Range —
Q4 2021
Shares 129,428 Value ($000) $8,179 Avg Close — Range —
Q3 2021
Shares 113,862 Value ($000) $6,822 Avg Close — Range —
Q2 2021
Shares 112,783 Value ($000) $6,830 Avg Close — Range —
Q1 2021
Shares 93,509 Value ($000) $5,435 Avg Close — Range —