J P MORGAN EXCHANGE TRADED F

Ticker: JPMB CUSIP: 46641Q746 Class: ETF

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 28,906 Value ($000) $1,167 Avg Close — Range —
Q3 2025
Shares 26,933 Value ($000) $1,087 Avg Close — Range —
Q2 2025
Shares 28,999 Value ($000) $1,130 Avg Close — Range —
Q1 2025
Shares 32,938 Value ($000) $1,270 Avg Close — Range —
Q4 2024
Shares 32,642 Value ($000) $1,242 Avg Close — Range —
Q3 2024
Shares 13,058 Value ($000) $517 Avg Close — Range —