J P MORGAN EXCHANGE TRADED F

Ticker: JPIE CUSIP: 46641Q159 Class: Com

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 648,730 Value ($000) $30,030 Avg Close — Range —
Q3 2025
Shares 536,064 Value ($000) $24,879 Avg Close — Range —
Q2 2025
Shares 517,157 Value ($000) $23,955 Avg Close — Range —
Q1 2025
Shares 473,139 Value ($000) $21,798 Avg Close — Range —
Q4 2024
Shares 470,882 Value ($000) $21,482 Avg Close — Range —
Q3 2024
Shares 470,901 Value ($000) $21,845 Avg Close — Range —
Q2 2024
Shares 489,337 Value ($000) $22,245 Avg Close — Range —
Q1 2024
Shares 486,810 Value ($000) $22,179 Avg Close — Range —
Q4 2023
Shares 417,282 Value ($000) $19,032 Avg Close — Range —
Q3 2023
Shares 456,566 Value ($000) $20,272 Avg Close — Range —
Q2 2023
Shares 384,424 Value ($000) $17,376 Avg Close — Range —
Q1 2023
Shares 372,127 Value ($000) $17,034 Avg Close — Range —
Q4 2022
Shares 371,059 Value ($000) $16,742 Avg Close — Range —
Q3 2022
Shares 341,884 Value ($000) $15,146 Avg Close — Range —
Q2 2022
Shares 344,420 Value ($000) $15,796 Avg Close — Range —
Q1 2022
Shares 344,090 Value ($000) $16,514 Avg Close — Range —