J P MORGAN EXCHANGE TRADED F

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

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 8,978 Value ($000) $456 Avg Close — Range —
Q3 2025
Shares 16,467 Value ($000) $835 Avg Close — Range —
Q2 2025
Shares 13,984 Value ($000) $709 Avg Close — Range —
Q1 2025
Shares 13,543 Value ($000) $686 Avg Close — Range —
Q4 2024
Shares 8,994 Value ($000) $455 Avg Close — Range —
Q3 2024
Shares 9,056 Value ($000) $460 Avg Close — Range —
Q2 2024
Shares 9,576 Value ($000) $483 Avg Close — Range —
Q1 2024
Shares 9,576 Value ($000) $483 Avg Close — Range —
Q4 2023
Shares 5,671 Value ($000) $286 Avg Close — Range —
Q3 2023
Shares 5,171 Value ($000) $259 Avg Close — Range —
Q4 2022
Shares 5,598 Value ($000) $281 Avg Close — Range —