J P MORGAN EXCHANGE TRADED F

Ticker: JMEE CUSIP: 46641Q118 Class: SMALL & MID CAP

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 11,585 Value ($000) $746 Avg Close — Range —
Q3 2025
Shares 11,990 Value ($000) $761 Avg Close — Range —
Q2 2025
Shares 11,801 Value ($000) $699 Avg Close — Range —
Q1 2025
Shares 11,210 Value ($000) $628 Avg Close — Range —
Q4 2024
Shares 11,693 Value ($000) $707 Avg Close — Range —
Q3 2024
Shares 12,406 Value ($000) $756 Avg Close — Range —
Q2 2024
Shares 10,142 Value ($000) $574 Avg Close — Range —