J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 37,617 Value ($000) $2,186 Avg Close — Range —
Q3 2025
Shares 36,483 Value ($000) $2,099 Avg Close — Range —
Q2 2025
Shares 29,328 Value ($000) $1,595 Avg Close — Range —
Q1 2025
Shares 10,502 Value ($000) $544 Avg Close — Range —
Q4 2024
Shares 10,268 Value ($000) $579 Avg Close — Range —