J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

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

Q4 2025
Shares 296,491 Value ($000) $13,725 Avg Close — Range —
Q3 2025
Shares 285,922 Value ($000) $13,270 Avg Close — Range —
Q2 2025
Shares 219,883 Value ($000) $10 Avg Close — Range —
Q1 2025
Shares 208,770 Value ($000) $10 Avg Close — Range —
Q4 2024
Shares 201,467 Value ($000) $9,159 Avg Close — Range —
Q3 2024
Shares 186,944 Value ($000) $9 Avg Close — Range —
Q2 2024
Shares 163,475 Value ($000) $7,432 Avg Close — Range —
Q1 2024
Shares 139,624 Value ($000) $6,361 Avg Close — Range —
Q4 2023
Shares 124,214 Value ($000) $5,665 Avg Close — Range —
Q3 2023
Shares 100,940 Value ($000) $4,482 Avg Close — Range —
Q2 2023
Shares 94,263 Value ($000) $4,261 Avg Close — Range —
Q1 2023
Shares 83,127 Value ($000) $3,805 Avg Close — Range —
Q4 2022
Shares 79,152 Value ($000) $3,571 Avg Close — Range —