JPMORGAN INVESTOR BALANCED A

Ticker: OGIAX CUSIP: 4812C1884 Class: NTF EQUITY FUNDS

TUCKER ASSET MANAGEMENT LLC's Holding History (CIK: 0001870012)

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

Q4 2024
Shares 874 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 838 Value ($000) $14 Avg Close — Range —
Q2 2024
Shares 834 Value ($000) $13 Avg Close — Range —
Q1 2024
Shares 830 Value ($000) $13 Avg Close — Range —