J P MORGAN EXCHANGE TRADED F

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

Smallwood Wealth Investment Management, LLC's Holding History (CIK: 0001921304)

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

Q3 2025
Shares 276 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 276 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 226 Value ($000) $10 Avg Close — Range —