J P MORGAN EXCHANGE TRADED F

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

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

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

Q4 2025
Shares 646,548 Value ($000) $32,709 Avg Close — Range —
Q3 2025
Shares 623,861 Value ($000) $31,648 Avg Close — Range —
Q2 2025
Shares 462,090 Value ($000) $23,419 Avg Close — Range —
Q1 2025
Shares 454,891 Value ($000) $23,031 Avg Close — Range —
Q4 2024
Shares 778,719 Value ($000) $39,224 Avg Close — Range —
Q3 2024
Shares 583,667 Value ($000) $29,615 Avg Close — Range —
Q2 2024
Shares 43,403 Value ($000) $2,191 Avg Close — Range —
Q1 2024
Shares 41,917 Value ($000) $2,115 Avg Close — Range —
Q4 2023
Shares 42,574 Value ($000) $2,138 Avg Close — Range —
Q3 2023
Shares 42,576 Value ($000) $2,136 Avg Close — Range —
Q2 2023
Shares 42,186 Value ($000) $2,115 Avg Close — Range —
Q4 2022
Shares 6,360 Value ($000) $319 Avg Close — Range —
Q3 2022
Shares 10,010 Value ($000) $502 Avg Close — Range —
Q2 2021
Shares 300 Value ($000) $15 Avg Close — Range —
Q1 2021
Shares 300 Value ($000) $15 Avg Close — Range —
Q4 2020
Shares 300 Value ($000) $15 Avg Close — Range —