J P MORGAN EXCHANGE TRADED F

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

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 18,332 Value ($000) $1,049 Avg Close — Range —
Q3 2025
Shares 32,884 Value ($000) $1,878 Avg Close — Range —
Q2 2025
Shares 32,461 Value ($000) $1,845 Avg Close — Range —
Q1 2025
Shares 22,761 Value ($000) $1,301 Avg Close — Range —
Q4 2024
Shares 20,866 Value ($000) $1,200 Avg Close — Range —
Q3 2024
Shares 18,462 Value ($000) $1,099 Avg Close — Range —
Q2 2024
Shares 18,105 Value ($000) $1,026 Avg Close — Range —
Q1 2024
Shares 83,213 Value ($000) $4,815 Avg Close — Range —
Q4 2023
Shares 66,247 Value ($000) $3,642 Avg Close — Range —
Q3 2023
Shares 64,450 Value ($000) $3,452 Avg Close — Range —
Q2 2023
Shares 37,923 Value ($000) $2,098 Avg Close — Range —
Q1 2023
Shares 50,278 Value ($000) $2,745 Avg Close — Range —
Q4 2022
Shares 129,203 Value ($000) $7,114 Avg Close — Range —
Q3 2022
Shares 118,045 Value ($000) $6,563 Avg Close — Range —