J P MORGAN EXCHANGE TRADED F

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

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 3,732 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 3,700 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 3,338 Value ($000) $190 Avg Close — Range —
Q1 2025
Shares 3,762 Value ($000) $215 Avg Close — Range —
Q4 2024
Shares 3,718 Value ($000) $214 Avg Close — Range —
Q3 2024
Shares 3,479 Value ($000) $207 Avg Close — Range —
Q2 2024
Shares 3,440 Value ($000) $195 Avg Close — Range —
Q1 2024
Shares 3,384 Value ($000) $196 Avg Close — Range —
Q4 2023
Shares 3,172 Value ($000) $174 Avg Close — Range —
Q3 2023
Shares 3,108 Value ($000) $166 Avg Close — Range —
Q2 2023
Shares 2,116 Value ($000) $117 Avg Close — Range —
Q1 2022
Shares 3,271 Value ($000) $201 Avg Close — Range —