J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

4WEALTH ADVISORS, INC.'s Holding History (CIK: 0002056676)

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

Q4 2025
Shares 53,300 Value ($000) $3,098 Avg Close — Range —
Q3 2025
Shares 53,044 Value ($000) $3,051 Avg Close — Range —
Q2 2025
Shares 47,863 Value ($000) $2,604 Avg Close — Range —
Q1 2025
Shares 47,463 Value ($000) $2,458 Avg Close — Range —
Q4 2024
Shares 43,966 Value ($000) $2,479 Avg Close — Range —