J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

KINGSWOOD WEALTH ADVISORS, LLC's Holding History (CIK: 0001987855)

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

Q4 2025
Shares 204,496 Value ($000) $11,885 Avg Close — Range —
Q3 2025
Shares 92,843 Value ($000) $5,340 Avg Close — Range —
Q2 2025
Shares 88,447 Value ($000) $4,812 Avg Close — Range —
Q1 2025
Shares 89,397 Value ($000) $4,629 Avg Close — Range —
Q4 2024
Shares 74,987 Value ($000) $4,228 Avg Close — Range —
Q3 2024
Shares 62,446 Value ($000) $3,430 Avg Close — Range —
Q2 2024
Shares 45,979 Value ($000) $2,552 Avg Close — Range —
Q1 2024
Shares 38,175 Value ($000) $2,071 Avg Close — Range —
Q4 2023
Shares 39,324 Value ($000) $1,963 Avg Close — Range —
Q3 2023
Shares 23,490 Value ($000) $1,527 Avg Close — Range —
Q2 2023
Shares 10,060 Value ($000) $487 Avg Close — Range —