J P MORGAN EXCHANGE TRADED F

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

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

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

Q4 2025
Shares 104,126 Value ($000) $5,258 Avg Close — Range —
Q3 2025
Shares 98,716 Value ($000) $4,982 Avg Close — Range —
Q2 2025
Shares 90,469 Value ($000) $4,491 Avg Close — Range —
Q1 2025
Shares 69,069 Value ($000) $3,453 Avg Close — Range —
Q4 2024
Shares 55,945 Value ($000) $2,806 Avg Close — Range —
Q3 2024
Shares 43,055 Value ($000) $2,207 Avg Close — Range —
Q2 2024
Shares 41,534 Value ($000) $2,092 Avg Close — Range —
Q1 2024
Shares 38,187 Value ($000) $1,938 Avg Close — Range —
Q4 2023
Shares 40,187 Value ($000) $2,048 Avg Close — Range —
Q3 2023
Shares 29,915 Value ($000) $1,447 Avg Close — Range —