J P MORGAN EXCHANGE TRADED F

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

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 83,730 Value ($000) $4,265 Avg Close — Range —
Q3 2025
Shares 75,968 Value ($000) $3,877 Avg Close — Range —
Q2 2025
Shares 56,442 Value ($000) $2,874 Avg Close — Range —
Q1 2025
Shares 51,008 Value ($000) $2,594 Avg Close — Range —
Q4 2024
Shares 48,525 Value ($000) $2,461 Avg Close — Range —
Q3 2024
Shares 49,841 Value ($000) $2,539 Avg Close — Range —
Q2 2024
Shares 51,519 Value ($000) $2,614 Avg Close — Range —
Q1 2024
Shares 59,049 Value ($000) $2,996 Avg Close — Range —
Q4 2023
Shares 57,152 Value ($000) $2,900 Avg Close — Range —
Q3 2023
Shares 49,281 Value ($000) $2,486 Avg Close — Range —
Q2 2023
Shares 61,013 Value ($000) $3,090 Avg Close — Range —
Q1 2023
Shares 79,256 Value ($000) $4,025 Avg Close — Range —
Q4 2022
Shares 63,180 Value ($000) $3,193 Avg Close — Range —