J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 717 Value ($000) $42 Avg Close — Range —
Q3 2025
Shares 717 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 717 Value ($000) $39 Avg Close — Range —
Q1 2025
Shares 717 Value ($000) $37 Avg Close — Range —
Q4 2024
Shares 717 Value ($000) $40 Avg Close — Range —
Q3 2024
Shares 570 Value ($000) $31 Avg Close — Range —
Q2 2024
Shares 400 Value ($000) $22 Avg Close — Range —
Q1 2024
Shares 400 Value ($000) $22 Avg Close — Range —