J P MORGAN EXCHANGE TRADED F

Ticker: JPEM CUSIP: 46641Q308 Class: DIV RTN EM EQT

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 159,191 Value ($000) $9,668 Avg Close — Range —
Q3 2025
Shares 157,475 Value ($000) $8,884 Avg Close — Range —
Q2 2025
Shares 152,838 Value ($000) $8,058 Avg Close — Range —
Q1 2025
Shares 150,560 Value ($000) $7,811 Avg Close — Range —
Q4 2024
Shares 145,704 Value ($000) $8,251 Avg Close — Range —
Q3 2024
Shares 140,253 Value ($000) $7,585 Avg Close — Range —
Q2 2024
Shares 133,988 Value ($000) $7,161 Avg Close — Range —
Q1 2024
Shares 138,838 Value ($000) $7,420 Avg Close — Range —
Q4 2023
Shares 136,467 Value ($000) $7,136 Avg Close — Range —
Q3 2023
Shares 86,296 Value ($000) $4,357 Avg Close — Range —
Q2 2023
Shares 88,644 Value ($000) $4,476 Avg Close — Range —
Q1 2023
Shares 90,891 Value ($000) $4,480 Avg Close — Range —
Q4 2022
Shares 90,520 Value ($000) $4,462 Avg Close — Range —
Q3 2022
Shares 5,460 Value ($000) $244 Avg Close — Range —