J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 194,906 Value ($000) $11,328 Avg Close — Range —
Q2 2024
Shares 4,685 Value ($000) $260 Avg Close — Range —
Q1 2024
Shares 7,492 Value ($000) $406 Avg Close — Range —
Q3 2022
Shares 5,139 Value ($000) $214 Avg Close — Range —