J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 35,238 Value ($000) $2,048 Avg Close — Range —
Q3 2025
Shares 27,616 Value ($000) $1,588 Avg Close — Range —
Q2 2025
Shares 18,872 Value ($000) $1,027 Avg Close — Range —
Q1 2025
Shares 13,514 Value ($000) $700 Avg Close — Range —
Q4 2024
Shares 8,956 Value ($000) $505 Avg Close — Range —