J P MORGAN EXCHANGE TRADED F

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

Goldstone Financial Group, LLC's Holding History (CIK: 0002040021)

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

Q4 2025
Shares 50,822 Value ($000) $2,909 Avg Close — Range —
Q3 2025
Shares 47,899 Value ($000) $2,735 Avg Close — Range —
Q2 2025
Shares 64,651 Value ($000) $3,682 Avg Close — Range —
Q1 2025
Shares 61,363 Value ($000) $3,506 Avg Close — Range —
Q4 2024
Shares 68,388 Value ($000) $3,934 Avg Close — Range —
Q3 2024
Shares 64,050 Value ($000) $3,812 Avg Close — Range —
Q2 2024
Shares 58,979 Value ($000) $3,343 Avg Close — Range —
Q1 2024
Shares 47,880 Value ($000) $2,770 Avg Close — Range —
Q4 2023
Shares 48,519 Value ($000) $2,668 Avg Close — Range —
Q3 2023
Shares 52,678 Value ($000) $2,821 Avg Close — Range —
Q2 2023
Shares 40,808 Value ($000) $2,258 Avg Close — Range —
Q1 2023
Shares 27,287 Value ($000) $1,490 Avg Close — Range —