J P MORGAN EXCHANGE TRADED F

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

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 30,510 Value ($000) $1,746 Avg Close — Range —
Q3 2025
Shares 29,481 Value ($000) $1,683 Avg Close — Range —
Q2 2025
Shares 32,609 Value ($000) $1,854 Avg Close — Range —
Q1 2025
Shares 31,495 Value ($000) $1,800 Avg Close — Range —
Q4 2024
Shares 30,787 Value ($000) $1,771 Avg Close — Range —
Q3 2024
Shares 29,912 Value ($000) $1,780 Avg Close — Range —
Q2 2024
Shares 31,361 Value ($000) $1,778 Avg Close — Range —
Q1 2024
Shares 31,214 Value ($000) $1,806 Avg Close — Range —
Q4 2023
Shares 31,677 Value ($000) $1,742 Avg Close — Range —