J P MORGAN EXCHANGE TRADED F

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

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q4 2025
Shares 202,781 Value ($000) $11,608 Avg Close Range
Q3 2025
Shares 208,259 Value ($000) $11,892 Avg Close Range
Q2 2025
Shares 238,975 Value ($000) $13,586 Avg Close Range
Q1 2025
Shares 229,633 Value ($000) $13,121 Avg Close Range
Q4 2024
Shares 230,066 Value ($000) $13,236 Avg Close Range
Q3 2024
Shares 215,768 Value ($000) $12,840 Avg Close Range
Q2 2024
Shares 214,357 Value ($000) $12,150 Avg Close Range
Q1 2024
Shares 437,343 Value ($000) $25,305 Avg Close Range
Q4 2023
Shares 393,786 Value ($000) $21,651 Avg Close Range
Q3 2023
Shares 384,306 Value ($000) $20,583 Avg Close Range
Q2 2023
Shares 427,261 Value ($000) $23,640 Avg Close Range
Q1 2023
Shares 396,903 Value ($000) $21,671 Avg Close Range
Q4 2022
Shares 333,462 Value ($000) $18,361 Avg Close Range
Q3 2022
Shares 62,689 Value ($000) $3,212 Avg Close Range
Q2 2022
Shares 21,925 Value ($000) $1,216 Avg Close Range