J P MORGAN EXCHANGE TRADED F

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

Leverty Financial Group, LLC's Holding History (CIK: 0001908386)

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

Q4 2025
Shares 4,391 Value ($000) $251 Avg Close — Range —
Q3 2025
Shares 3,610 Value ($000) $206 Avg Close — Range —
Q2 2025
Shares 4,088 Value ($000) $232 Avg Close — Range —
Q4 2024
Shares 513,776 Value ($000) $29,559 Avg Close — Range —
Q3 2024
Shares 504,707 Value ($000) $30,035 Avg Close — Range —
Q2 2024
Shares 510,646 Value ($000) $28,944 Avg Close — Range —
Q1 2024
Shares 474,801 Value ($000) $27,471 Avg Close — Range —
Q4 2023
Shares 511,063 Value ($000) $28,098 Avg Close — Range —
Q3 2023
Shares 489,281 Value ($000) $26,206 Avg Close — Range —
Q2 2023
Shares 313,941 Value ($000) $17,369 Avg Close — Range —
Q1 2023
Shares 299,756 Value ($000) $16,367 Avg Close — Range —
Q4 2022
Shares 281,477 Value ($000) $15,338 Avg Close — Range —