J P MORGAN EXCHANGE TRADED F

Ticker: JPIN CUSIP: 46641Q209 Class: DIV RTN INT EQ

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

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

Q4 2025
Shares 3,241 Value ($000) $221 Avg Close — Range —
Q3 2025
Shares 3,170 Value ($000) $211 Avg Close — Range —
Q2 2025
Shares 3,149 Value ($000) $202 Avg Close — Range —
Q3 2024
Shares 3,362 Value ($000) $202 Avg Close — Range —
Q4 2021
Shares 3,478 Value ($000) $206 Avg Close — Range —
Q3 2021
Shares 3,661 Value ($000) $221 Avg Close — Range —
Q2 2021
Shares 3,628 Value ($000) $227 Avg Close — Range —
Q1 2021
Shares 3,593 Value ($000) $219 Avg Close — Range —
Q4 2020
Shares 3,976 Value ($000) $231 Avg Close — Range —
Q3 2020
Shares 5,308 Value ($000) $274 Avg Close — Range —
Q2 2020
Shares 5,263 Value ($000) $260 Avg Close — Range —