J P MORGAN EXCHANGE TRADED F

Ticker: JPEF CUSIP: 46654Q781 Class: Exchange Traded Fund

Capital Advisors Wealth Management, LLC's Holding History (CIK: 0001824700)

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

Q4 2025
Shares 10,928 Value ($000) $816 Avg Close — Range —
Q3 2025
Shares 10,503 Value ($000) $778 Avg Close — Range —
Q2 2025
Shares 9,292 Value ($000) $652 Avg Close — Range —
Q1 2025
Shares 8,690 Value ($000) $553 Avg Close — Range —
Q4 2024
Shares 7,306 Value ($000) $490 Avg Close — Range —
Q3 2024
Shares 6,175 Value ($000) $405 Avg Close — Range —
Q2 2024
Shares 3,291 Value ($000) $205 Avg Close — Range —