J P MORGAN EXCHANGE TRADED F

Ticker: JQUA CUSIP: 46641Q761 Class: ETF

Vertex Planning Partners, LLC's Holding History (CIK: 0001942341)

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

Q4 2025
Shares 603,268 Value ($000) $38,114 Avg Close — Range —
Q3 2025
Shares 645,295 Value ($000) $40,596 Avg Close — Range —
Q2 2025
Shares 641,311 Value ($000) $38,511 Avg Close — Range —
Q1 2025
Shares 632,454 Value ($000) $35,715 Avg Close — Range —
Q4 2024
Shares 618,834 Value ($000) $35,441 Avg Close — Range —
Q3 2024
Shares 715,076 Value ($000) $40,452 Avg Close — Range —
Q2 2024
Shares 710,261 Value ($000) $37,608 Avg Close — Range —
Q1 2024
Shares 731,528 Value ($000) $38,676 Avg Close — Range —
Q4 2023
Shares 717,214 Value ($000) $34,326 Avg Close — Range —
Q3 2023
Shares 637,948 Value ($000) $27,604 Avg Close — Range —
Q2 2023
Shares 659,609 Value ($000) $29,208 Avg Close — Range —
Q1 2023
Shares 77,841 Value ($000) $3,209 Avg Close — Range —