J P MORGAN EXCHANGE TRADED F

Ticker: JMST CUSIP: 46641Q654 Class: ULTRA SHT MUNCPL

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

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

Q4 2025
Shares 43,389 Value ($000) $2,210 Avg Close Range
Q3 2025
Shares 36,374 Value ($000) $1,857 Avg Close Range
Q2 2025
Shares 36,045 Value ($000) $1,835 Avg Close Range
Q1 2025
Shares 24,730 Value ($000) $1,258 Avg Close Range
Q4 2024
Shares 21,067 Value ($000) $1,068 Avg Close Range
Q3 2024
Shares 12,479 Value ($000) $636 Avg Close Range
Q2 2024
Shares 12,479 Value ($000) $633 Avg Close Range
Q1 2024
Shares 12,092 Value ($000) $614 Avg Close Range
Q4 2023
Shares 12,092 Value ($000) $614 Avg Close Range
Q3 2023
Shares 11,278 Value ($000) $569 Avg Close Range
Q2 2023
Shares 15,077 Value ($000) $764 Avg Close Range
Q1 2023
Shares 16,005 Value ($000) $813 Avg Close Range
Q4 2022
Shares 14,277 Value ($000) $721 Avg Close Range
Q3 2022
Shares 14,865 Value ($000) $748 Avg Close Range
Q2 2022
Shares 16,068 Value ($000) $814 Avg Close Range
Q1 2022
Shares 9,406 Value ($000) $476 Avg Close Range
Q4 2021
Shares 8,915 Value ($000) $455 Avg Close Range
Q3 2021
Shares 13,581 Value ($000) $694 Avg Close Range
Q2 2021
Shares 14,862 Value ($000) $759 Avg Close Range
Q1 2021
Shares 14,632 Value ($000) $747 Avg Close Range
Q4 2020
Shares 14,632 Value ($000) $747 Avg Close Range
Q3 2020
Shares 26,009 Value ($000) $1,326 Avg Close Range
Q2 2020
Shares 26,009 Value ($000) $1,326 Avg Close Range
Q1 2020
Shares 24,035 Value ($000) $1,212 Avg Close Range
Q4 2019
Shares 19,241 Value ($000) $971 Avg Close Range