J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Cherry Tree Wealth Management, LLC's Holding History (CIK: 0001985414)

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

Q4 2025
Shares 17,679 Value ($000) $1,027 Avg Close — Range —
Q3 2025
Shares 18,068 Value ($000) $1,039 Avg Close — Range —
Q2 2025
Shares 17,784 Value ($000) $967 Avg Close — Range —
Q1 2025
Shares 17,548 Value ($000) $909 Avg Close — Range —
Q4 2024
Shares 5,985 Value ($000) $337 Avg Close — Range —
Q3 2024
Shares 6,100 Value ($000) $335 Avg Close — Range —
Q2 2024
Shares 5,918 Value ($000) $328 Avg Close — Range —
Q1 2024
Shares 4,080 Value ($000) $221 Avg Close — Range —
Q4 2023
Shares 4,080 Value ($000) $204 Avg Close — Range —
Q3 2023
Shares 3,553 Value ($000) $167 Avg Close — Range —
Q2 2023
Shares 2,123 Value ($000) $103 Avg Close — Range —