J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

WealthPlan Investment Management, LLC's Holding History (CIK: 0001929986)

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

Q4 2025
Shares 32,777 Value ($000) $1,905 Avg Close — Range —
Q3 2025
Shares 3,829 Value ($000) $220 Avg Close — Range —