J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

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

Q4 2025
Shares 5,440 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 6,040 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 6,040 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 4,715 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 4,115 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 3,615 Value ($000) $0 Avg Close — Range —