J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 145,107 Value ($000) $8,434 Avg Close — Range —
Q3 2025
Shares 142,672 Value ($000) $8,206 Avg Close — Range —
Q2 2025
Shares 142,058 Value ($000) $7,728 Avg Close — Range —
Q1 2025
Shares 117,543 Value ($000) $6,086 Avg Close — Range —
Q4 2024
Shares 85,506 Value ($000) $4,821 Avg Close — Range —
Q3 2024
Shares 86,446 Value ($000) $4,748 Avg Close — Range —
Q2 2024
Shares 85,466 Value ($000) $4,743 Avg Close — Range —
Q1 2024
Shares 86,269 Value ($000) $4,679 Avg Close — Range —
Q4 2023
Shares 82,225 Value ($000) $4,106 Avg Close — Range —
Q3 2023
Shares 75,594 Value ($000) $3,548 Avg Close — Range —
Q2 2023
Shares 64,164 Value ($000) $3,104 Avg Close — Range —