J P MORGAN EXCHANGE TRADED F

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

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's Holding History (CIK: 0002056591)

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

Q4 2025
Shares 40,668 Value ($000) $2,036 Avg Close — Range —
Q3 2025
Shares 40,848 Value ($000) $2,035 Avg Close — Range —
Q2 2025
Shares 41,146 Value ($000) $1,872 Avg Close — Range —
Q1 2025
Shares 39,181 Value ($000) $1,708 Avg Close — Range —
Q4 2024
Shares 31,382 Value ($000) $1,469 Avg Close — Range —