J P MORGAN EXCHANGE TRADED F

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 158,760 Value ($000) $8,017 Avg Close — Range —
Q3 2025
Shares 130,877 Value ($000) $6,605 Avg Close — Range —
Q2 2025
Shares 138,983 Value ($000) $6,899 Avg Close — Range —
Q1 2025
Shares 136,203 Value ($000) $6,810 Avg Close — Range —
Q4 2024
Shares 132,395 Value ($000) $6,640 Avg Close — Range —
Q3 2024
Shares 127,900 Value ($000) $6,557 Avg Close — Range —
Q2 2024
Shares 127,416 Value ($000) $6,419 Avg Close — Range —
Q1 2024
Shares 123,185 Value ($000) $6,250 Avg Close — Range —
Q4 2023
Shares 112,901 Value ($000) $5,753 Avg Close — Range —
Q3 2023
Shares 143,482 Value ($000) $6,940 Avg Close — Range —
Q2 2023
Shares 141,250 Value ($000) $7,095 Avg Close — Range —
Q1 2023
Shares 135,729 Value ($000) $6,872 Avg Close — Range —
Q4 2022
Shares 120,665 Value ($000) $5,996 Avg Close — Range —