J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 230,085 Value ($000) $13,373 Avg Close — Range —
Q3 2025
Shares 228,771 Value ($000) $13,159 Avg Close — Range —
Q2 2025
Shares 143,435 Value ($000) $8 Avg Close — Range —
Q1 2025
Shares 135,833 Value ($000) $7 Avg Close — Range —
Q4 2024
Shares 129,950 Value ($000) $7,275 Avg Close — Range —
Q3 2024
Shares 130,579 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 233,543 Value ($000) $12,962 Avg Close — Range —
Q1 2024
Shares 228,451 Value ($000) $12,391 Avg Close — Range —
Q4 2023
Shares 223,665 Value ($000) $11,168 Avg Close — Range —
Q3 2023
Shares 240,841 Value ($000) $11,303 Avg Close — Range —
Q2 2023
Shares 225,949 Value ($000) $10,929 Avg Close — Range —
Q1 2023
Shares 215,463 Value ($000) $9,715 Avg Close — Range —