J P MORGAN EXCHANGE TRADED F

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

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

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

Q4 2025
Shares 63,724 Value ($000) $4,759 Avg Close — Range —
Q3 2025
Shares 61,351 Value ($000) $4,545 Avg Close — Range —
Q2 2025
Shares 482,072 Value ($000) $33,812 Avg Close — Range —
Q1 2025
Shares 445,768 Value ($000) $28,378 Avg Close — Range —
Q4 2024
Shares 265,768 Value ($000) $17,836 Avg Close — Range —
Q3 2024
Shares 160,001 Value ($000) $9,978 Avg Close — Range —
Q2 2024
Shares 160,001 Value ($000) $9,978 Avg Close — Range —