J P MORGAN EXCHANGE TRADED F

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

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 149,488 Value ($000) $7,280 Avg Close — Range —
Q3 2025
Shares 140,951 Value ($000) $6,911 Avg Close — Range —
Q2 2025
Shares 73,588 Value ($000) $3,578 Avg Close — Range —