J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Investment Planning Advisors, Inc.'s Holding History (CIK: 0002024049)

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

Q4 2025
Shares 11,910 Value ($000) $692 Avg Close — Range —
Q3 2025
Shares 21,578 Value ($000) $1,241 Avg Close — Range —
Q2 2025
Shares 25,409 Value ($000) $1,382 Avg Close — Range —
Q1 2025
Shares 34,282 Value ($000) $1,775 Avg Close — Range —
Q4 2024
Shares 34,043 Value ($000) $1,919 Avg Close — Range —
Q3 2024
Shares 33,418 Value ($000) $1,855 Avg Close — Range —
Q2 2024
Shares 33,418 Value ($000) $1,855 Avg Close — Range —