J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

Avidian Wealth Solutions, LLC's Holding History (CIK: 0001471474)

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

Q4 2025
Shares 701,185 Value ($000) $33,201 Avg Close — Range —
Q3 2025
Shares 654,249 Value ($000) $31,110 Avg Close — Range —
Q2 2025
Shares 612,874 Value ($000) $28,842 Avg Close — Range —
Q1 2025
Shares 576,437 Value ($000) $27,116 Avg Close — Range —
Q2 2023
Shares 22,173 Value ($000) $1,033 Avg Close — Range —
Q1 2023
Shares 185,391 Value ($000) $8,786 Avg Close — Range —
Q4 2022
Shares 175,302 Value ($000) $8,052 Avg Close — Range —
Q3 2022
Shares 163,064 Value ($000) $7,481 Avg Close — Range —
Q2 2022
Shares 160,197 Value ($000) $7,696 Avg Close — Range —