J P MORGAN EXCHANGE TRADED F

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

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 13,130 Value ($000) $664 Avg Close — Range —
Q3 2025
Shares 5,581 Value ($000) $283 Avg Close — Range —
Q2 2025
Shares 8,364 Value ($000) $424 Avg Close — Range —
Q1 2025
Shares 23,074 Value ($000) $1,168 Avg Close — Range —
Q4 2024
Shares 22,286 Value ($000) $1,123 Avg Close — Range —
Q3 2024
Shares 22,796 Value ($000) $1,157 Avg Close — Range —
Q2 2024
Shares 50,001 Value ($000) $2,524 Avg Close — Range —
Q1 2024
Shares 394,015 Value ($000) $19,878 Avg Close — Range —
Q4 2023
Shares 369,636 Value ($000) $18,567 Avg Close — Range —
Q3 2023
Shares 416,724 Value ($000) $20,911 Avg Close — Range —
Q2 2023
Shares 410,743 Value ($000) $20,595 Avg Close — Range —
Q1 2023
Shares 361,133 Value ($000) $18,172 Avg Close — Range —
Q4 2022
Shares 201,273 Value ($000) $10,090 Avg Close — Range —
Q3 2022
Shares 297,540 Value ($000) $14,925 Avg Close — Range —
Q2 2022
Shares 293,459 Value ($000) $14,699 Avg Close — Range —
Q1 2022
Shares 328,465 Value ($000) $16,512 Avg Close — Range —
Q4 2021
Shares 336,557 Value ($000) $16,989 Avg Close — Range —