J P MORGAN EXCHANGE TRADED F

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

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

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

Q4 2025
Shares 5,217 Value ($000) $299 Avg Close — Range —
Q3 2025
Shares 4,492 Value ($000) $256 Avg Close — Range —
Q4 2023
Shares 16,136 Value ($000) $908 Avg Close — Range —
Q3 2023
Shares 12,391 Value ($000) $664 Avg Close — Range —
Q2 2023
Shares 6,836 Value ($000) $378 Avg Close — Range —