J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 43,497 Value ($000) $2,528 Avg Close — Range —
Q3 2025
Shares 42,790 Value ($000) $2,461 Avg Close — Range —
Q2 2025
Shares 40,197 Value ($000) $2,187 Avg Close — Range —
Q1 2025
Shares 39,405 Value ($000) $2,040 Avg Close — Range —
Q4 2024
Shares 36,894 Value ($000) $2,080 Avg Close — Range —
Q3 2024
Shares 36,688 Value ($000) $2,015 Avg Close — Range —
Q2 2024
Shares 30,043 Value ($000) $1,667 Avg Close — Range —
Q1 2024
Shares 21,949 Value ($000) $1,190 Avg Close — Range —
Q4 2023
Shares 9,101 Value ($000) $454 Avg Close — Range —