J P MORGAN EXCHANGE TRADED F

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

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 232,715 Value ($000) $13,321 Avg Close — Range —
Q3 2025
Shares 157,491 Value ($000) $8,993 Avg Close — Range —
Q2 2025
Shares 125,158 Value ($000) $7,115 Avg Close — Range —
Q1 2025
Shares 119,446 Value ($000) $6,824 Avg Close — Range —
Q4 2024
Shares 106,788 Value ($000) $6,144 Avg Close — Range —
Q3 2024
Shares 108,718 Value ($000) $6,469 Avg Close — Range —
Q2 2024
Shares 80,892 Value ($000) $4,585 Avg Close — Range —
Q1 2024
Shares 73,183 Value ($000) $4,234 Avg Close — Range —
Q4 2023
Shares 82,644 Value ($000) $4,544 Avg Close — Range —
Q3 2023
Shares 56,596 Value ($000) $3,561 Avg Close — Range —
Q2 2023
Shares 16,907 Value ($000) $935 Avg Close — Range —