J P MORGAN EXCHANGE TRADED F

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 101,368 Value ($000) $5,164 Avg Close — Range —
Q3 2025
Shares 13,883 Value ($000) $709 Avg Close — Range —
Q2 2025
Shares 8,243 Value ($000) $420 Avg Close — Range —
Q1 2025
Shares 6,416 Value ($000) $326 Avg Close — Range —
Q1 2023
Shares 7,089 Value ($000) $360 Avg Close — Range —
Q4 2022
Shares 10,994 Value ($000) $556 Avg Close — Range —
Q3 2022
Shares 10,091 Value ($000) $508 Avg Close — Range —