J P MORGAN EXCHANGE TRADED F

Ticker: JPST CUSIP: 46641Q837 Class: ULTRA SHRT ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 1,380,840 Value ($000) $69,857 Avg Close — Range —
Q3 2025
Shares 1,150,895 Value ($000) $58,385 Avg Close — Range —
Q2 2025
Shares 1,135,570 Value ($000) $57,551 Avg Close — Range —
Q1 2025
Shares 1,155,416 Value ($000) $58,499 Avg Close — Range —
Q4 2024
Shares 1,025,458 Value ($000) $51,652 Avg Close — Range —
Q3 2024
Shares 1,040,015 Value ($000) $52,770 Avg Close — Range —
Q2 2024
Shares 1,031,987 Value ($000) $52,084 Avg Close — Range —
Q1 2024
Shares 997,512 Value ($000) $50,324 Avg Close — Range —
Q4 2023
Shares 1,001,761 Value ($000) $50,318 Avg Close — Range —
Q3 2023
Shares 1,292,759 Value ($000) $64,871 Avg Close — Range —
Q2 2023
Shares 1,383,264 Value ($000) $69,357 Avg Close — Range —
Q1 2023
Shares 1,486,952 Value ($000) $74,823 Avg Close — Range —
Q4 2022
Shares 1,496,418 Value ($000) $75,015 Avg Close — Range —
Q3 2022
Shares 1,571,148 Value ($000) $78,809 Avg Close — Range —
Q2 2022
Shares 1,424,758 Value ($000) $71,366 Avg Close — Range —
Q1 2022
Shares 1,373,769 Value ($000) $69,059 Avg Close — Range —
Q4 2021
Shares 991,976 Value ($000) $50,075 Avg Close — Range —
Q3 2021
Shares 933,345 Value ($000) $47,339 Avg Close — Range —
Q2 2021
Shares 852,346 Value ($000) $43,248 Avg Close — Range —
Q1 2021
Shares 753,045 Value ($000) $38,221 Avg Close — Range —
Q4 2020
Shares 644,676 Value ($000) $32,743 Avg Close — Range —
Q3 2020
Shares 522,495 Value ($000) $26,540 Avg Close — Range —
Q2 2020
Shares 253,904 Value ($000) $12,881 Avg Close — Range —
Q1 2020
Shares 249,569 Value ($000) $12,396 Avg Close — Range —
Q4 2019
Shares 212,301 Value ($000) $10,706 Avg Close — Range —
Q3 2019
Shares 75,891 Value ($000) $3,826 Avg Close — Range —
Q2 2019
Shares 80,553 Value ($000) $4,059 Avg Close — Range —
Q1 2019
Shares 65,938 Value ($000) $3,317 Avg Close — Range —
Q4 2018
Shares 34,324 Value ($000) $1,721 Avg Close — Range —