J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

BEACON FINANCIAL PLANNING, INC's Holding History (CIK: 0001966066)

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

Q4 2025
Shares 25,874 Value ($000) $1,504 Avg Close — Range —
Q3 2025
Shares 25,231 Value ($000) $1,451 Avg Close — Range —
Q2 2025
Shares 24,621 Value ($000) $1,339 Avg Close — Range —
Q1 2025
Shares 25,414 Value ($000) $1,316 Avg Close — Range —
Q4 2024
Shares 15,056 Value ($000) $849 Avg Close — Range —
Q3 2024
Shares 6,261 Value ($000) $344 Avg Close — Range —