J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 193,898 Value ($000) $11,182 Avg Close — Range —
Q3 2025
Shares 227,244 Value ($000) $12,976 Avg Close — Range —