J P MORGAN EXCHANGE TRADED F

Ticker: JPLD CUSIP: 46654Q773 Class: JPMORGAM LTD DUR

Essential Planning, LLC.'s Holding History (CIK: 0001949824)

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

Q4 2025
Shares 161,716 Value ($000) $8,464 Avg Close — Range —
Q3 2025
Shares 96,960 Value ($000) $5,088 Avg Close — Range —
Q2 2025
Shares 53,090 Value ($000) $2,773 Avg Close — Range —
Q1 2025
Shares 38,430 Value ($000) $1,998 Avg Close — Range —
Q4 2024
Shares 869,449 Value ($000) $44,919 Avg Close — Range —
Q3 2024
Shares 10,824 Value ($000) $564 Avg Close — Range —