J P MORGAN EXCHANGE TRADED F

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

Riverbend Wealth Management, LLC's Holding History (CIK: 0002055570)

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

Q4 2025
Shares 44,416 Value ($000) $2,542 Avg Close — Range —
Q3 2025
Shares 42,287 Value ($000) $2,415 Avg Close — Range —
Q2 2025
Shares 40,812 Value ($000) $2,320 Avg Close — Range —
Q1 2025
Shares 33,303 Value ($000) $1,903 Avg Close — Range —
Q4 2024
Shares 33,332 Value ($000) $1,919 Avg Close — Range —