J P MORGAN EXCHANGE TRADED F

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

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 6,846 Value ($000) $346 Avg Close — Range —
Q3 2025
Shares 9,818 Value ($000) $498 Avg Close — Range —
Q2 2025
Shares 6,480 Value ($000) $328 Avg Close — Range —
Q1 2025
Shares 4,018 Value ($000) $203 Avg Close — Range —
Q4 2022
Shares 23,579 Value ($000) $1,182 Avg Close — Range —
Q3 2022
Shares 23,376 Value ($000) $1,173 Avg Close — Range —
Q2 2022
Shares 24,300 Value ($000) $1,217 Avg Close — Range —
Q1 2022
Shares 24,379 Value ($000) $1,226 Avg Close — Range —
Q4 2020
Shares 23,854 Value ($000) $1,212 Avg Close — Range —