J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 127,602 Value ($000) $7,416 Avg Close — Range —
Q3 2025
Shares 108,458 Value ($000) $6,239 Avg Close — Range —
Q2 2025
Shares 86,540 Value ($000) $4,708 Avg Close — Range —
Q1 2025
Shares 103,659 Value ($000) $5,367 Avg Close — Range —
Q4 2024
Shares 44,683 Value ($000) $2,519 Avg Close — Range —
Q3 2024
Shares 23,608 Value ($000) $1,297 Avg Close — Range —
Q2 2024
Shares 20,642 Value ($000) $1,146 Avg Close — Range —
Q1 2024
Shares 5,564 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 6,399 Value ($000) $319 Avg Close — Range —
Q3 2023
Shares 578 Value ($000) $27 Avg Close — Range —