J P MORGAN EXCHANGE TRADED F

Ticker: JPME CUSIP: 46641Q886 Class: ETF

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 16,110 Value ($000) $1,751 Avg Close — Range —
Q3 2025
Shares 15,500 Value ($000) $1,681 Avg Close — Range —
Q2 2025
Shares 15,077 Value ($000) $1,564 Avg Close — Range —
Q1 2025
Shares 15,100 Value ($000) $1,519 Avg Close — Range —
Q4 2024
Shares 15,522 Value ($000) $1,591 Avg Close — Range —
Q3 2024
Shares 14,122 Value ($000) $1,483 Avg Close — Range —
Q2 2024
Shares 15,994 Value ($000) $1,523 Avg Close — Range —
Q1 2024
Shares 16,133 Value ($000) $1,599 Avg Close — Range —
Q4 2023
Shares 16,179 Value ($000) $1,486 Avg Close — Range —
Q3 2023
Shares 15,521 Value ($000) $1,298 Avg Close — Range —
Q2 2023
Shares 38,162 Value ($000) $3,370 Avg Close — Range —
Q1 2023
Shares 29,255 Value ($000) $2,510 Avg Close — Range —
Q4 2022
Shares 24,782 Value ($000) $2,086 Avg Close — Range —
Q3 2022
Shares 18,598 Value ($000) $1,421 Avg Close — Range —
Q2 2022
Shares 23,535 Value ($000) $1,900 Avg Close — Range —
Q1 2022
Shares 3,962 Value ($000) $371 Avg Close — Range —