J P MORGAN EXCHANGE TRADED F

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

Prosperity Financial Group, Inc.'s Holding History (CIK: 0001991334)

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

Q4 2025
Shares 13,471 Value ($000) $771 Avg Close Range
Q3 2025
Shares 55,517 Value ($000) $3,170 Avg Close Range
Q2 2025
Shares 51,640 Value ($000) $2,936 Avg Close Range
Q1 2025
Shares 48,742 Value ($000) $2,785 Avg Close Range
Q4 2024
Shares 44,386 Value ($000) $2,554 Avg Close Range
Q3 2024
Shares 43,152 Value ($000) $2,568 Avg Close Range
Q2 2024
Shares 42,146 Value ($000) $2,389 Avg Close Range
Q1 2024
Shares 40,379 Value ($000) $2,336 Avg Close Range
Q4 2023
Shares 70,912 Value ($000) $3,899 Avg Close Range
Q3 2023
Shares 73,136 Value ($000) $3,917 Avg Close Range
Q2 2023
Shares 43,342 Value ($000) $2,398 Avg Close Range
Q1 2023
Shares 42,287 Value ($000) $2,309 Avg Close Range
Q4 2022
Shares 28,452 Value ($000) $1,550 Avg Close Range