J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Patriot Financial Group Insurance Agency, LLC's Holding History (CIK: 0001694883)

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

Q4 2025
Shares 104,233 Value ($000) $6,058 Avg Close — Range —
Q3 2025
Shares 103,748 Value ($000) $5,968 Avg Close — Range —
Q2 2025
Shares 97,715 Value ($000) $5,316 Avg Close — Range —
Q1 2025
Shares 103,964 Value ($000) $5,383 Avg Close — Range —
Q4 2024
Shares 95,752 Value ($000) $5,398 Avg Close — Range —
Q3 2024
Shares 91,453 Value ($000) $5,023 Avg Close — Range —
Q2 2024
Shares 81,984 Value ($000) $4,550 Avg Close — Range —
Q1 2024
Shares 67,989 Value ($000) $3,688 Avg Close — Range —
Q4 2023
Shares 43,209 Value ($000) $2,157 Avg Close — Range —