J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Kapstone Financial Advisors LLC's Holding History (CIK: 0001966087)

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

Q4 2025
Shares 5,197 Value ($000) $302 Avg Close — Range —
Q3 2025
Shares 4,687 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 8,376 Value ($000) $434 Avg Close — Range —
Q4 2024
Shares 3,976 Value ($000) $228 Avg Close — Range —
Q3 2024
Shares 4,525 Value ($000) $248 Avg Close — Range —
Q2 2024
Shares 3,747 Value ($000) $208 Avg Close — Range —