J P MORGAN EXCHANGE TRADED F

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

Ritter Daniher Financial Advisory LLC / DE's Holding History (CIK: 0001936603)

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

Q4 2025
Shares 119,942 Value ($000) $6,866 Avg Close — Range —
Q3 2025
Shares 172,301 Value ($000) $9,838 Avg Close — Range —
Q2 2025
Shares 162,557 Value ($000) $9,241 Avg Close — Range —
Q1 2025
Shares 159,682 Value ($000) $9,124 Avg Close — Range —
Q4 2024
Shares 147,788 Value ($000) $8,503 Avg Close — Range —
Q3 2024
Shares 144,397 Value ($000) $8,593 Avg Close — Range —
Q2 2024
Shares 152,049 Value ($000) $8,618 Avg Close — Range —
Q1 2024
Shares 140,751 Value ($000) $8,144 Avg Close — Range —
Q4 2023
Shares 129,457 Value ($000) $7,118 Avg Close — Range —
Q3 2023
Shares 105,044 Value ($000) $5,626 Avg Close — Range —
Q2 2023
Shares 98,191 Value ($000) $5,433 Avg Close — Range —
Q1 2023
Shares 86,661 Value ($000) $4,732 Avg Close — Range —
Q4 2022
Shares 69,268 Value ($000) $3,774 Avg Close — Range —