J P MORGAN EXCHANGE TRADED F

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

Capstone Wealth Management Group LLC's Holding History (CIK: 0002059649)

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

Q4 2025
Shares 69,202 Value ($000) $3,961 Avg Close — Range —
Q3 2025
Shares 67,911 Value ($000) $3,878 Avg Close — Range —
Q2 2025
Shares 66,797 Value ($000) $3,797 Avg Close — Range —
Q1 2025
Shares 75,692 Value ($000) $4,325 Avg Close — Range —
Q4 2024
Shares 77,387 Value ($000) $4,452 Avg Close — Range —