J P MORGAN EXCHANGE TRADED F

Ticker: JMST CUSIP: 46641Q654 Class: ULTRA SHT MUNCPL

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 222,970 Value ($000) $11,358 Avg Close Range
Q3 2025
Shares 220,026 Value ($000) $11,230 Avg Close Range
Q2 2025
Shares 197,265 Value ($000) $10,045 Avg Close Range
Q1 2025
Shares 234,414 Value ($000) $11,920 Avg Close Range
Q4 2024
Shares 290,966 Value ($000) $14,755 Avg Close Range
Q3 2024
Shares 299,307 Value ($000) $15,247 Avg Close Range
Q2 2024
Shares 310,948 Value ($000) $15,779 Avg Close Range
Q1 2024
Shares 329,504 Value ($000) $16,719 Avg Close Range
Q4 2023
Shares 364,597 Value ($000) $18,500 Avg Close Range
Q3 2023
Shares 9,821 Value ($000) $495 Avg Close Range
Q2 2023
Shares 7,841 Value ($000) $397 Avg Close Range
Q1 2023
Shares 7,893 Value ($000) $401 Avg Close Range
Q4 2022
Shares 7,893 Value ($000) $399 Avg Close Range
Q3 2022
Shares 14,262 Value ($000) $717 Avg Close Range
Q2 2022
Shares 23,462 Value ($000) $1,188 Avg Close Range
Q1 2022
Shares 62,400 Value ($000) $3,160 Avg Close Range
Q4 2021
Shares 74,466 Value ($000) $3,802 Avg Close Range
Q3 2021
Shares 74,466 Value ($000) $3,803 Avg Close Range
Q2 2021
Shares 78,647 Value ($000) $4,015 Avg Close Range
Q1 2021
Shares 77,137 Value ($000) $3,937 Avg Close Range
Q4 2020
Shares 76,415 Value ($000) $3,900 Avg Close Range