J P MORGAN EXCHANGE TRADED F

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

StoneCrest Wealth Management, Inc.'s Holding History (CIK: 0002008409)

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

Q3 2025
Shares 73,902 Value ($000) $4,220 Avg Close — Range —
Q2 2025
Shares 72,418 Value ($000) $4,117 Avg Close — Range —
Q1 2025
Shares 69,876 Value ($000) $3,993 Avg Close — Range —
Q4 2024
Shares 68,019 Value ($000) $3,913 Avg Close — Range —
Q3 2024
Shares 64,287 Value ($000) $3,826 Avg Close — Range —
Q2 2024
Shares 61,574 Value ($000) $3,490 Avg Close — Range —
Q1 2024
Shares 68,386 Value ($000) $3,957 Avg Close — Range —
Q4 2023
Shares 63,679 Value ($000) $3,501 Avg Close — Range —