J P MORGAN EXCHANGE TRADED F

Ticker: JMSI CUSIP: 46654Q815 Class: ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

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

Q4 2025
Shares 64,378 Value ($000) $3,243 Avg Close Range
Q3 2025
Shares 71,513 Value ($000) $3,591 Avg Close Range
Q2 2025
Shares 70,224 Value ($000) $3,470 Avg Close Range
Q1 2025
Shares 73,220 Value ($000) $3,646 Avg Close Range
Q4 2024
Shares 77,604 Value ($000) $3,886 Avg Close Range
Q3 2024
Shares 77,932 Value ($000) $3,977 Avg Close Range
Q2 2024
Shares 78,217 Value ($000) $3,933 Avg Close Range
Q1 2024
Shares 77,092 Value ($000) $3,885 Avg Close Range
Q4 2023
Shares 74,031 Value ($000) $3,740 Avg Close Range
Q3 2023
Shares 60,779 Value ($000) $2,925 Avg Close Range