J P MORGAN EXCHANGE TRADED F

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

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 95,287 Value ($000) $4,771 Avg Close — Range —
Q3 2025
Shares 95,367 Value ($000) $4,750 Avg Close — Range —
Q2 2025
Shares 90,974 Value ($000) $4,138 Avg Close — Range —
Q1 2025
Shares 449,072 Value ($000) $19,575 Avg Close — Range —
Q4 2024
Shares 383,263 Value ($000) $17,940 Avg Close — Range —
Q3 2024
Shares 241,626 Value ($000) $11,605 Avg Close — Range —
Q2 2024
Shares 239,778 Value ($000) $10,454 Avg Close — Range —
Q1 2024
Shares 423,565 Value ($000) $19,145 Avg Close — Range —
Q4 2023
Shares 544,956 Value ($000) $24,008 Avg Close — Range —
Q3 2023
Shares 505,055 Value ($000) $19,844 Avg Close — Range —
Q2 2023
Shares 465,738 Value ($000) $19,077 Avg Close — Range —
Q1 2023
Shares 271,116 Value ($000) $10,807 Avg Close — Range —
Q4 2022
Shares 197,314 Value ($000) $7,644 Avg Close — Range —
Q3 2022
Shares 150,325 Value ($000) $5,319 Avg Close — Range —