J P MORGAN EXCHANGE TRADED F

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

United Financial Planning Group LLC's Holding History (CIK: 0002088337)

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

Q4 2025
Shares 236 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 36 Value ($000) $2 Avg Close — Range —