J P MORGAN EXCHANGE TRADED F

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q4 2025
Shares 38,882 Value ($000) $1,841 Avg Close — Range —
Q3 2025
Shares 34,941 Value ($000) $1,661 Avg Close — Range —
Q2 2025
Shares 20,278 Value ($000) $954 Avg Close — Range —
Q1 2025
Shares 13,853 Value ($000) $652 Avg Close — Range —
Q4 2024
Shares 9,249 Value ($000) $426 Avg Close — Range —