J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

MCDONALD PARTNERS LLC's Holding History (CIK: 0001331074)

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

Q4 2025
Shares 33,959 Value ($000) $1,974 Avg Close — Range —
Q3 2025
Shares 27,850 Value ($000) $1,602 Avg Close — Range —
Q2 2025
Shares 29,197 Value ($000) $1,588 Avg Close — Range —
Q1 2025
Shares 28,949 Value ($000) $1,499 Avg Close — Range —
Q4 2024
Shares 19,873 Value ($000) $1,120 Avg Close — Range —
Q3 2024
Shares 19,085 Value ($000) $1,048 Avg Close — Range —
Q2 2024
Shares 18,136 Value ($000) $1,007 Avg Close — Range —
Q1 2024
Shares 16,987 Value ($000) $921 Avg Close — Range —
Q4 2023
Shares 12,273 Value ($000) $613 Avg Close — Range —
Q3 2023
Shares 11,180 Value ($000) $525 Avg Close — Range —
Q2 2023
Shares 10,190 Value ($000) $493 Avg Close — Range —
Q1 2023
Shares 10,022 Value ($000) $452 Avg Close — Range —
Q4 2022
Shares 8,022 Value ($000) $327 Avg Close — Range —