J P MORGAN EXCHANGE TRADED F

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

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q3 2025
Shares 35,412 Value ($000) $2,022 Avg Close — Range —
Q2 2025
Shares 50,483 Value ($000) $2,870 Avg Close — Range —
Q1 2025
Shares 66,137 Value ($000) $3,779 Avg Close — Range —
Q4 2024
Shares 67,586 Value ($000) $3,888 Avg Close — Range —
Q3 2024
Shares 66,919 Value ($000) $3,793 Avg Close — Range —
Q2 2024
Shares 66,919 Value ($000) $3,793 Avg Close — Range —