J P MORGAN EXCHANGE TRADED F

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

TruWealth Advisors, LLC's Holding History (CIK: 0001834985)

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

Q4 2025
Shares 100,519 Value ($000) $4,760 Avg Close — Range —
Q3 2025
Shares 99,637 Value ($000) $4,738 Avg Close — Range —
Q2 2025
Shares 96,712 Value ($000) $4,551 Avg Close — Range —
Q1 2025
Shares 95,526 Value ($000) $4,494 Avg Close — Range —
Q4 2024
Shares 88,688 Value ($000) $4,086 Avg Close — Range —
Q3 2024
Shares 87,692 Value ($000) $4,230 Avg Close — Range —
Q2 2024
Shares 84,746 Value ($000) $3,926 Avg Close — Range —
Q1 2024
Shares 83,610 Value ($000) $3,900 Avg Close — Range —
Q4 2023
Shares 77,976 Value ($000) $3,672 Avg Close — Range —