J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 44,323 Value ($000) $2,576 Avg Close — Range —
Q3 2025
Shares 38,915 Value ($000) $2,238 Avg Close — Range —
Q2 2025
Shares 38,025 Value ($000) $2,069 Avg Close — Range —
Q4 2024
Shares 47,687 Value ($000) $2,689 Avg Close — Range —
Q3 2024
Shares 42,161 Value ($000) $2,316 Avg Close — Range —
Q2 2024
Shares 27,556 Value ($000) $1,529 Avg Close — Range —
Q1 2024
Shares 19,082 Value ($000) $1,035 Avg Close — Range —
Q4 2023
Shares 17,824 Value ($000) $902 Avg Close — Range —
Q3 2023
Shares 10,228 Value ($000) $477 Avg Close — Range —
Q2 2023
Shares 249 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 36 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 25 Value ($000) $1 Avg Close — Range —