J P MORGAN EXCHANGE TRADED F

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

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

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

Q4 2025
Shares 58,853 Value ($000) $2,998 Avg Close Range
Q3 2025
Shares 59,212 Value ($000) $3,022 Avg Close Range
Q2 2025
Shares 61,452 Value ($000) $3,129 Avg Close Range
Q1 2025
Shares 69,075 Value ($000) $3,512 Avg Close Range
Q4 2024
Shares 69,596 Value ($000) $3,529 Avg Close Range
Q3 2024
Shares 70,200 Value ($000) $3,576 Avg Close Range
Q2 2024
Shares 73,090 Value ($000) $3,709 Avg Close Range
Q1 2024
Shares 75,182 Value ($000) $3,815 Avg Close Range
Q4 2023
Shares 80,772 Value ($000) $4,098 Avg Close Range