J P MORGAN EXCHANGE TRADED F

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

Balance Wealth, LLC's Holding History (CIK: 0002065247)

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

Q4 2025
Shares 38,774 Value ($000) $1,958 Avg Close — Range —
Q3 2025
Shares 32,884 Value ($000) $1,660 Avg Close — Range —
Q2 2025
Shares 30,546 Value ($000) $1,516 Avg Close — Range —
Q1 2025
Shares 8,315 Value ($000) $416 Avg Close — Range —