J P MORGAN EXCHANGE TRADED F

Ticker: JIRE CUSIP: 46641Q134 Class: ETF-EQUITY

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 326,182 Value ($000) $24,425 Avg Close — Range —
Q3 2025
Shares 290,983 Value ($000) $21,399 Avg Close — Range —
Q2 2025
Shares 214,045 Value ($000) $15,148 Avg Close — Range —
Q1 2025
Shares 154,891 Value ($000) $9,870 Avg Close — Range —
Q4 2024
Shares 98,587 Value ($000) $5,768 Avg Close — Range —