J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 2,276,189 Value ($000) $105,365 Avg Close — Range —
Q3 2025
Shares 2,106,078 Value ($000) $97,743 Avg Close — Range —
Q2 2025
Shares 1,757,302 Value ($000) $81,398 Avg Close — Range —
Q1 2025
Shares 1,339,709 Value ($000) $61,720 Avg Close — Range —
Q4 2024
Shares 987,428 Value ($000) $45,046 Avg Close — Range —
Q3 2024
Shares 398,975 Value ($000) $18,508 Avg Close — Range —
Q2 2024
Shares 340,477 Value ($000) $15,478 Avg Close — Range —
Q1 2024
Shares 257,650 Value ($000) $11,739 Avg Close — Range —
Q4 2023
Shares 55,457 Value ($000) $2,529 Avg Close — Range —