J P MORGAN EXCHANGE TRADED F

Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2025
Shares 60,724 Value ($000) $2,957 Avg Close — Range —
Q3 2025
Shares 61,319 Value ($000) $3,006 Avg Close — Range —