J P MORGAN EXCHANGE TRADED F

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

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 250,340 Value ($000) $12,642 Avg Close — Range —
Q3 2025
Shares 231,191 Value ($000) $11,668 Avg Close — Range —
Q2 2025
Shares 250,195 Value ($000) $12,420 Avg Close — Range —
Q1 2025
Shares 285,173 Value ($000) $14,259 Avg Close — Range —
Q4 2024
Shares 277,563 Value ($000) $13,920 Avg Close — Range —
Q3 2024
Shares 303,185 Value ($000) $15,544 Avg Close — Range —
Q2 2024
Shares 336,967 Value ($000) $16,975 Avg Close — Range —
Q1 2024
Shares 291,079 Value ($000) $14,769 Avg Close — Range —
Q4 2023
Shares 188,833 Value ($000) $9,623 Avg Close — Range —
Q3 2023
Shares 177,324 Value ($000) $8,577 Avg Close — Range —
Q2 2023
Shares 176,694 Value ($000) $8,875 Avg Close — Range —
Q1 2023
Shares 170,031 Value ($000) $8,609 Avg Close — Range —
Q4 2022
Shares 166,574 Value ($000) $8,277 Avg Close — Range —
Q3 2022
Shares 38,957 Value ($000) $1,886 Avg Close — Range —