J P MORGAN EXCHANGE TRADED F

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

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

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

Q4 2025
Shares 238,293 Value ($000) $11,283 Avg Close — Range —
Q3 2025
Shares 232,417 Value ($000) $11,051 Avg Close — Range —
Q2 2025
Shares 224,499 Value ($000) $10,565 Avg Close — Range —
Q1 2025
Shares 230,364 Value ($000) $10,836 Avg Close — Range —
Q4 2024
Shares 227,777 Value ($000) $10,494 Avg Close — Range —
Q3 2024
Shares 392,319 Value ($000) $18,925 Avg Close — Range —
Q2 2024
Shares 305,144 Value ($000) $14,137 Avg Close — Range —
Q1 2024
Shares 246,372 Value ($000) $11,492 Avg Close — Range —
Q4 2023
Shares 220,562 Value ($000) $10,385 Avg Close — Range —
Q3 2023
Shares 54,547 Value ($000) $2,437 Avg Close — Range —
Q2 2023
Shares 27,327 Value ($000) $1,273 Avg Close — Range —