J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Sterling Investment Advisors, Ltd.'s Holding History (CIK: 0001701132)

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

Q4 2025
Shares 21,609 Value ($000) $1,256 Avg Close — Range —
Q3 2025
Shares 21,601 Value ($000) $1,242 Avg Close — Range —
Q2 2025
Shares 22,994 Value ($000) $1,251 Avg Close — Range —
Q1 2025
Shares 19,866 Value ($000) $1,029 Avg Close — Range —
Q4 2024
Shares 6,271 Value ($000) $354 Avg Close — Range —