J P MORGAN EXCHANGE TRADED F

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

GUARDIAN WEALTH ADVISORS, LLC / NC's Holding History (CIK: 0001901403)

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

Q4 2025
Shares 581,795 Value ($000) $27,570 Avg Close Range
Q3 2025
Shares 568,093 Value ($000) $27,013 Avg Close Range
Q2 2025
Shares 509,890 Value ($000) $23,995 Avg Close Range
Q1 2025
Shares 470,189 Value ($000) $22,118 Avg Close Range
Q4 2024
Shares 448,534 Value ($000) $20,664 Avg Close Range
Q3 2024
Shares 350,992 Value ($000) $16,932 Avg Close Range
Q2 2024
Shares 336,722 Value ($000) $15,600 Avg Close Range
Q1 2024
Shares 310,079 Value ($000) $14,464 Avg Close Range
Q4 2023
Shares 323,001 Value ($000) $15,209 Avg Close Range
Q3 2023
Shares 338,486 Value ($000) $15,120 Avg Close Range
Q2 2023
Shares 15,650 Value ($000) $729 Avg Close Range
Q1 2023
Shares 21,498 Value ($000) $1,019 Avg Close Range
Q4 2022
Shares 22,917 Value ($000) $1,056 Avg Close Range
Q3 2022
Shares 26,830 Value ($000) $1,231 Avg Close Range
Q2 2022
Shares 23,147 Value ($000) $1,112 Avg Close Range