J P MORGAN EXCHANGE TRADED F

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 1,137,455 Value ($000) $57,544 Avg Close — Range —
Q3 2025
Shares 612,321 Value ($000) $31,063 Avg Close — Range —
Q2 2025
Shares 494,260 Value ($000) $25,049 Avg Close — Range —
Q1 2025
Shares 389,787 Value ($000) $19,735 Avg Close — Range —
Q4 2024
Shares 388,265 Value ($000) $19,557 Avg Close — Range —
Q3 2024
Shares 328,615 Value ($000) $16,674 Avg Close — Range —
Q2 2024
Shares 330,600 Value ($000) $16,685 Avg Close — Range —
Q1 2024
Shares 328,566 Value ($000) $16,576 Avg Close — Range —