J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

IVC Wealth Advisors LLC's Holding History (CIK: 0001842811)

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

Q4 2025
Shares 134,752 Value ($000) $7,832 Avg Close — Range —
Q3 2025
Shares 128,969 Value ($000) $7,418 Avg Close — Range —
Q2 2025
Shares 118,255 Value ($000) $6,433 Avg Close — Range —
Q1 2025
Shares 100,786 Value ($000) $5,219 Avg Close — Range —
Q4 2024
Shares 76,124 Value ($000) $4,292 Avg Close — Range —
Q3 2024
Shares 58,820 Value ($000) $3,231 Avg Close — Range —
Q2 2024
Shares 42,074 Value ($000) $2,335 Avg Close — Range —
Q1 2024
Shares 18,990 Value ($000) $1,030 Avg Close — Range —