J P MORGAN EXCHANGE TRADED F

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

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

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

Q4 2025
Shares 55,528 Value ($000) $2,629 Avg Close — Range —
Q3 2025
Shares 50,687 Value ($000) $2,410 Avg Close — Range —
Q2 2025
Shares 51,430 Value ($000) $2,420 Avg Close — Range —
Q1 2025
Shares 51,469 Value ($000) $2,421 Avg Close — Range —
Q4 2024
Shares 35,867 Value ($000) $1,652 Avg Close — Range —
Q3 2024
Shares 38,788 Value ($000) $1,871 Avg Close — Range —
Q2 2024
Shares 35,820 Value ($000) $1,660 Avg Close — Range —
Q1 2024
Shares 44,214 Value ($000) $2,062 Avg Close — Range —
Q4 2023
Shares 47,898 Value ($000) $2,255 Avg Close — Range —
Q3 2023
Shares 46,287 Value ($000) $2,068 Avg Close — Range —
Q2 2023
Shares 45,282 Value ($000) $2,109 Avg Close — Range —
Q1 2023
Shares 39,419 Value ($000) $1,868 Avg Close — Range —
Q4 2022
Shares 20,441 Value ($000) $939 Avg Close — Range —
Q3 2022
Shares 14,396 Value ($000) $660 Avg Close — Range —
Q2 2022
Shares 4,991 Value ($000) $240 Avg Close — Range —