J P MORGAN EXCHANGE TRADED F

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

Koa Wealth Management, LLC's Holding History (CIK: 0002022118)

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

Q3 2025
Shares 4,218 Value ($000) $241 Avg Close — Range —
Q2 2025
Shares 4,551 Value ($000) $259 Avg Close — Range —
Q1 2025
Shares 4,302 Value ($000) $246 Avg Close — Range —
Q4 2024
Shares 4,761 Value ($000) $274 Avg Close — Range —
Q3 2024
Shares 9,090 Value ($000) $541 Avg Close — Range —
Q2 2024
Shares 9,342 Value ($000) $530 Avg Close — Range —
Q1 2024
Shares 8,944 Value ($000) $517 Avg Close — Range —
Q4 2023
Shares 8,943 Value ($000) $492 Avg Close — Range —