J P MORGAN EXCHANGE TRADED F

Ticker: JMUB CUSIP: 46641Q647 Class: ETF-FIXED INCOM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

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

Q4 2025
Shares 132,043 Value ($000) $6,668 Avg Close — Range —
Q3 2025
Shares 119,851 Value ($000) $6,049 Avg Close — Range —
Q2 2025
Shares 79,795 Value ($000) $3,961 Avg Close — Range —
Q1 2025
Shares 99,130 Value ($000) $4,957 Avg Close — Range —
Q4 2024
Shares 86,964 Value ($000) $4,361 Avg Close — Range —
Q3 2024
Shares 81,909 Value ($000) $4,199 Avg Close — Range —
Q2 2024
Shares 72,265 Value ($000) $3,640 Avg Close — Range —
Q1 2024
Shares 3,946 Value ($000) $200 Avg Close — Range —
Q4 2023
Shares 6,326 Value ($000) $322 Avg Close — Range —