J P MORGAN EXCHANGE TRADED F

Ticker: BBJP CUSIP: 46641Q217 Class: ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 19,467 Value ($000) $1,283 Avg Close — Range —
Q3 2025
Shares 17,519 Value ($000) $1,162 Avg Close — Range —
Q2 2025
Shares 17,182 Value ($000) $1,061 Avg Close — Range —
Q1 2025
Shares 17,104 Value ($000) $960 Avg Close — Range —
Q4 2024
Shares 17,105 Value ($000) $939 Avg Close — Range —
Q3 2024
Shares 18,263 Value ($000) $1,083 Avg Close — Range —
Q2 2024
Shares 17,648 Value ($000) $996 Avg Close — Range —
Q1 2024
Shares 17,579 Value ($000) $1,029 Avg Close — Range —
Q4 2023
Shares 12,738 Value ($000) $669 Avg Close — Range —
Q3 2023
Shares 7,876 Value ($000) $396 Avg Close — Range —
Q4 2021
Shares 13,091 Value ($000) $721 Avg Close — Range —
Q3 2021
Shares 13,091 Value ($000) $768 Avg Close — Range —