J P MORGAN EXCHANGE TRADED F

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 8,902 Value ($000) $510 Avg Close — Range —
Q3 2025
Shares 8,700 Value ($000) $497 Avg Close — Range —
Q2 2025
Shares 8,186 Value ($000) $465 Avg Close — Range —
Q1 2025
Shares 5,997 Value ($000) $343 Avg Close — Range —
Q4 2024
Shares 11,189 Value ($000) $644 Avg Close — Range —