J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 81 Value ($000) $5 Avg Close — Range —
Q3 2025
Shares 584 Value ($000) $34 Avg Close — Range —
Q2 2024
Shares 7,880 Value ($000) $437 Avg Close — Range —