J P MORGAN EXCHANGE TRADED F

Ticker: JPLD CUSIP: 46654Q773 Class: JPMORGAM LTD DUR

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 12,151 Value ($000) $636 Avg Close — Range —
Q3 2025
Shares 6,316 Value ($000) $330 Avg Close — Range —
Q2 2025
Shares 5,544 Value ($000) $288 Avg Close — Range —
Q1 2025
Shares 4,050 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 3,986 Value ($000) $208 Avg Close — Range —
Q3 2024
Shares 4,199 Value ($000) $215 Avg Close — Range —
Q2 2024
Shares 4,176 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 4,176 Value ($000) $213 Avg Close — Range —