J P MORGAN EXCHANGE TRADED F

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

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

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

Q4 2025
Shares 879 Value ($000) $66 Avg Close — Range —
Q3 2025
Shares 154 Value ($000) $11 Avg Close — Range —