J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 93,835 Value ($000) $5,454 Avg Close — Range —
Q3 2025
Shares 32,475 Value ($000) $1,868 Avg Close — Range —
Q2 2025
Shares 25,766 Value ($000) $1,402 Avg Close — Range —
Q1 2025
Shares 52,697 Value ($000) $2,729 Avg Close — Range —
Q4 2024
Shares 53,281 Value ($000) $3,004 Avg Close — Range —
Q3 2024
Shares 47,377 Value ($000) $2,602 Avg Close — Range —
Q2 2024
Shares 40,830 Value ($000) $2,266 Avg Close — Range —
Q1 2024
Shares 29,823 Value ($000) $1,618 Avg Close — Range —
Q4 2023
Shares 465,603 Value ($000) $24,114 Avg Close — Range —
Q3 2023
Shares 501,265 Value ($000) $23,524 Avg Close — Range —
Q2 2023
Shares 371,334 Value ($000) $17,961 Avg Close — Range —
Q1 2023
Shares 77,849 Value ($000) $3,510 Avg Close — Range —
Q4 2022
Shares 27,497 Value ($000) $1,122 Avg Close — Range —