J P MORGAN EXCHANGE TRADED F

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

Schwallier Wealth Management LLC's Holding History (CIK: 0001934951)

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

Q4 2025
Shares 40,527 Value ($000) $2,058 Avg Close — Range —
Q3 2025
Shares 102,310 Value ($000) $5,190 Avg Close — Range —
Q2 2025
Shares 122,821 Value ($000) $6,225 Avg Close — Range —
Q1 2025
Shares 130,907 Value ($000) $6,628 Avg Close — Range —
Q4 2024
Shares 297,437 Value ($000) $14,982 Avg Close — Range —
Q3 2024
Shares 362,443 Value ($000) $18,390 Avg Close — Range —
Q2 2024
Shares 303,947 Value ($000) $15,340 Avg Close — Range —
Q1 2024
Shares 248,970 Value ($000) $12,561 Avg Close — Range —
Q4 2023
Shares 4,074 Value ($000) $205 Avg Close — Range —