J P MORGAN EXCHANGE TRADED F

Ticker: JBND CUSIP: 46654Q716 Class: ACTIVE BOND ETF

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 273,771 Value ($000) $14,803 Avg Close — Range —
Q3 2025
Shares 153,714 Value ($000) $8,238 Avg Close — Range —
Q2 2025
Shares 106,932 Value ($000) $5,723 Avg Close — Range —
Q1 2025
Shares 54,759 Value ($000) $2,861 Avg Close — Range —
Q4 2024
Shares 8,870 Value ($000) $485 Avg Close — Range —