J P MORGAN EXCHANGE TRADED F

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

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q2 2025
Shares 225,039 Value ($000) $10,590 Avg Close — Range —
Q1 2025
Shares 832,782 Value ($000) $39,174 Avg Close — Range —
Q4 2024
Shares 817,944 Value ($000) $37,683 Avg Close — Range —
Q3 2024
Shares 817,137 Value ($000) $39,419 Avg Close — Range —
Q2 2024
Shares 1,023,890 Value ($000) $47,437 Avg Close — Range —
Q1 2024
Shares 1,160,930 Value ($000) $54,152 Avg Close — Range —
Q4 2023
Shares 953,798 Value ($000) $44,910 Avg Close — Range —
Q3 2023
Shares 723,483 Value ($000) $32,318 Avg Close — Range —
Q2 2023
Shares 718,043 Value ($000) $33,446 Avg Close — Range —
Q1 2023
Shares 649,891 Value ($000) $30,798 Avg Close — Range —
Q4 2022
Shares 639,147 Value ($000) $29,356 Avg Close — Range —
Q3 2022
Shares 372,673 Value ($000) $14,254 Avg Close — Range —