J P MORGAN EXCHANGE TRADED F

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

Heartwood Wealth Advisors LLC's Holding History (CIK: 0001794935)

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

Q3 2025
Shares 2,383 Value ($000) $121 Avg Close — Range —
Q3 2022
Shares 7,575 Value ($000) $380 Avg Close — Range —
Q2 2022
Shares 6,790 Value ($000) $340 Avg Close — Range —
Q1 2022
Shares 6,790 Value ($000) $341 Avg Close — Range —
Q4 2021
Shares 7,717 Value ($000) $390 Avg Close — Range —
Q3 2021
Shares 8,112 Value ($000) $411 Avg Close — Range —
Q2 2021
Shares 9,098 Value ($000) $462 Avg Close — Range —
Q1 2021
Shares 12,108 Value ($000) $615 Avg Close — Range —
Q4 2020
Shares 7,185 Value ($000) $365 Avg Close — Range —
Q3 2020
Shares 8,151 Value ($000) $414 Avg Close — Range —
Q4 2019
Shares 7,829 Value ($000) $395 Avg Close — Range —