J.P. Morgan Exchange-Traded Fund Trust

Smallwood Wealth Investment Management, LLC HELO

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/23/2026

Shares

82,784

Value ($000)

5,499

Weight

2.9%

2025 Q2 - 2025 Q4 (3 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/23/2026	5,499	2.9%	82,784	12/31/2025
2025 Q3	10/17/2025	4,827	2.5%	74,265	9/30/2025
2025 Q2	10/3/2025	3,314	1.9%	52,960	6/30/2025