J P MORGAN EXCHANGE TRADED F

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 727 Value ($000) $34 Avg Close — Range —
Q3 2025
Shares 124 Value ($000) $6 Avg Close — Range —