J P MORGAN EXCHANGE TRADED F

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

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 589 Value ($000) $31 Avg Close — Range —
Q3 2025
Shares 583 Value ($000) $31 Avg Close — Range —
Q2 2025
Shares 577 Value ($000) $30 Avg Close — Range —
Q1 2025
Shares 571 Value ($000) $30 Avg Close — Range —
Q4 2024
Shares 565 Value ($000) $29 Avg Close — Range —
Q3 2024
Shares 558 Value ($000) $29 Avg Close — Range —
Q2 2024
Shares 552 Value ($000) $28 Avg Close — Range —
Q1 2024
Shares 546 Value ($000) $28 Avg Close — Range —