J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 16,079 Value ($000) $935 Avg Close — Range —
Q3 2025
Shares 14,838 Value ($000) $853 Avg Close — Range —
Q2 2025
Shares 16,094 Value ($000) $875 Avg Close — Range —
Q4 2024
Shares 181,891 Value ($000) $10,338 Avg Close — Range —
Q3 2024
Shares 231,806 Value ($000) $12,598 Avg Close — Range —
Q2 2024
Shares 214,102 Value ($000) $11,883 Avg Close — Range —
Q1 2024
Shares 7,364 Value ($000) $346 Avg Close — Range —
Q4 2023
Shares 72,704 Value ($000) $3,630 Avg Close — Range —
Q3 2023
Shares 7,364 Value ($000) $346 Avg Close — Range —
Q2 2023
Shares 6,292 Value ($000) $304 Avg Close — Range —