J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 1,945 Value ($000) $113 Avg Close — Range —
Q3 2025
Shares 3,640 Value ($000) $209 Avg Close — Range —
Q2 2025
Shares 5,181 Value ($000) $282 Avg Close — Range —
Q1 2025
Shares 11,746 Value ($000) $608 Avg Close — Range —
Q4 2024
Shares 4,133 Value ($000) $233 Avg Close — Range —
Q3 2024
Shares 133 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 50 Value ($000) $3 Avg Close — Range —
Q1 2024
Shares 189 Value ($000) $10 Avg Close — Range —