J P MORGAN EXCHANGE TRADED F

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

Shum Financial Group, Inc.'s Holding History (CIK: 0002044675)

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

Q4 2025
Shares 8,448 Value ($000) $484 Avg Close — Range —
Q3 2025
Shares 8,360 Value ($000) $477 Avg Close — Range —
Q1 2025
Shares 8,377 Value ($000) $479 Avg Close — Range —
Q4 2024
Shares 8,377 Value ($000) $484 Avg Close — Range —
Q3 2024
Shares 8,383 Value ($000) $500 Avg Close — Range —