J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

RETIREMENT PLANNING GROUP, LLC / NY's Holding History (CIK: 0002057004)

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

Q4 2025
Shares 67,403 Value ($000) $3,956 Avg Close — Range —
Q3 2025
Shares 33,576 Value ($000) $1,931 Avg Close — Range —
Q2 2025
Shares 10,683 Value ($000) $581 Avg Close — Range —
Q1 2025
Shares 5,177 Value ($000) $268 Avg Close — Range —
Q4 2024
Shares 5,110 Value ($000) $288 Avg Close — Range —