J P MORGAN EXCHANGE TRADED F

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q1 2025
Shares 5,648 Value ($000) $284 Avg Close — Range —
Q4 2024
Shares 6,609 Value ($000) $335 Avg Close — Range —
Q3 2024
Shares 8,353 Value ($000) $422 Avg Close — Range —
Q2 2024
Shares 7,556 Value ($000) $381 Avg Close — Range —
Q1 2024
Shares 7,556 Value ($000) $381 Avg Close — Range —
Q4 2023
Shares 6,804 Value ($000) $342 Avg Close — Range —
Q3 2023
Shares 9,380 Value ($000) $470 Avg Close — Range —
Q2 2023
Shares 9,732 Value ($000) $488 Avg Close — Range —
Q1 2023
Shares 8,120 Value ($000) $407 Avg Close — Range —
Q4 2022
Shares 8,120 Value ($000) $407 Avg Close — Range —