J P MORGAN EXCHANGE TRADED F

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

Alpha Financial Partners, LLC's Holding History (CIK: 0001966219)

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

Q2 2025
Shares 20,273 Value ($000) $1,153 Avg Close Range
Q1 2025
Shares 15,610 Value ($000) $892 Avg Close Range
Q4 2024
Shares 12,060 Value ($000) $694 Avg Close Range
Q3 2024
Shares 59,653 Value ($000) $3,550 Avg Close Range
Q2 2024
Shares 40,991 Value ($000) $2,323 Avg Close Range
Q1 2024
Shares 40,680 Value ($000) $2,354 Avg Close Range
Q4 2023
Shares 43,819 Value ($000) $2,409 Avg Close Range
Q3 2023
Shares 59,358 Value ($000) $3,179 Avg Close Range
Q2 2023
Shares 58,912 Value ($000) $3,260 Avg Close Range
Q1 2023
Shares 59,436 Value ($000) $3,245 Avg Close Range
Q4 2022
Shares 42,092 Value ($000) $2,294 Avg Close Range