J P MORGAN EXCHANGE TRADED F

Ticker: JMUB CUSIP: 46641Q647 Class: ETF-FIXED INCOM

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 27,203 Value ($000) $1,374 Avg Close — Range —
Q3 2025
Shares 29,843 Value ($000) $1,506 Avg Close — Range —
Q2 2025
Shares 105,572 Value ($000) $5,241 Avg Close — Range —
Q1 2025
Shares 203,950 Value ($000) $10,197 Avg Close — Range —
Q4 2024
Shares 212,351 Value ($000) $10,649 Avg Close — Range —
Q3 2024
Shares 210,180 Value ($000) $10,776 Avg Close — Range —
Q2 2024
Shares 216,666 Value ($000) $10,915 Avg Close — Range —
Q1 2024
Shares 209,224 Value ($000) $10,616 Avg Close — Range —
Q4 2023
Shares 192,185 Value ($000) $9,794 Avg Close — Range —