J P MORGAN EXCHANGE TRADED F

Ticker: JPEF CUSIP: 46654Q781 Class: Exchange Traded Fund

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 30,619 Value ($000) $2,287 Avg Close — Range —
Q3 2025
Shares 27,739 Value ($000) $2,055 Avg Close — Range —
Q2 2025
Shares 15,764 Value ($000) $1,106 Avg Close — Range —
Q1 2025
Shares 4,081 Value ($000) $260 Avg Close — Range —
Q4 2024
Shares 1,854 Value ($000) $124 Avg Close — Range —
Q3 2024
Shares 1,715 Value ($000) $112 Avg Close — Range —
Q2 2024
Shares 1,439 Value ($000) $90 Avg Close — Range —