J P MORGAN EXCHANGE TRADED F

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

Rooted Wealth Advisors, Inc.'s Holding History (CIK: 0001963732)

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

Q4 2025
Shares 20,867 Value ($000) $1,064 Avg Close — Range —
Q3 2025
Shares 21,323 Value ($000) $1,086 Avg Close — Range —
Q2 2025
Shares 21,213 Value ($000) $1,080 Avg Close — Range —
Q1 2025
Shares 20,967 Value ($000) $1,065 Avg Close — Range —
Q4 2024
Shares 21,014 Value ($000) $1 Avg Close — Range —
Q3 2024
Shares 20,946 Value ($000) $1 Avg Close — Range —
Q2 2024
Shares 20,718 Value ($000) $1 Avg Close — Range —
Q1 2024
Shares 13,903 Value ($000) $1 Avg Close — Range —
Q4 2023
Shares 13,715 Value ($000) $1 Avg Close — Range —