J P MORGAN EXCHANGE TRADED F

Ticker: JPSE CUSIP: 46641Q845 Class: DIVERSFD EQT ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 23,488 Value ($000) $1,176 Avg Close — Range —
Q3 2025
Shares 22,606 Value ($000) $1,126 Avg Close — Range —
Q2 2025
Shares 21,972 Value ($000) $1,000 Avg Close — Range —
Q1 2025
Shares 21,873 Value ($000) $953 Avg Close — Range —
Q4 2024
Shares 22,553 Value ($000) $1,056 Avg Close — Range —
Q3 2024
Shares 20,271 Value ($000) $974 Avg Close — Range —
Q2 2024
Shares 21,831 Value ($000) $952 Avg Close — Range —
Q1 2024
Shares 21,919 Value ($000) $991 Avg Close — Range —
Q4 2023
Shares 21,691 Value ($000) $956 Avg Close — Range —
Q3 2023
Shares 44,858 Value ($000) $1,762 Avg Close — Range —
Q2 2023
Shares 56,596 Value ($000) $2,318 Avg Close — Range —
Q1 2023
Shares 63,480 Value ($000) $2,530 Avg Close — Range —
Q4 2022
Shares 55,494 Value ($000) $2,150 Avg Close — Range —
Q3 2022
Shares 30,132 Value ($000) $1,066 Avg Close — Range —
Q2 2022
Shares 29,650 Value ($000) $1,109 Avg Close — Range —