J P MORGAN EXCHANGE TRADED F

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

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

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

Q4 2025
Shares 80,678 Value ($000) $4,618 Avg Close — Range —
Q3 2025
Shares 80,351 Value ($000) $4,588 Avg Close — Range —
Q2 2025
Shares 78,889 Value ($000) $4,485 Avg Close — Range —
Q1 2025
Shares 72,199 Value ($000) $4,125 Avg Close — Range —
Q4 2024
Shares 73,350 Value ($000) $4,220 Avg Close — Range —
Q3 2024
Shares 75,653 Value ($000) $4,502 Avg Close — Range —
Q2 2024
Shares 76,928 Value ($000) $4,360 Avg Close — Range —
Q1 2024
Shares 75,971 Value ($000) $4,396 Avg Close — Range —
Q4 2023
Shares 77,749 Value ($000) $4,275 Avg Close — Range —
Q3 2023
Shares 84,968 Value ($000) $4,551 Avg Close — Range —
Q2 2023
Shares 87,089 Value ($000) $4,819 Avg Close — Range —
Q1 2023
Shares 81,328 Value ($000) $4,441 Avg Close — Range —
Q4 2022
Shares 77,840 Value ($000) $4,242 Avg Close — Range —
Q3 2022
Shares 67,818 Value ($000) $3,474 Avg Close — Range —
Q2 2022
Shares 56,592 Value ($000) $3,138 Avg Close — Range —
Q1 2022
Shares 19,728 Value ($000) $1,211 Avg Close — Range —
Q4 2021
Shares 6,201 Value ($000) $392 Avg Close — Range —