J P MORGAN EXCHANGE TRADED F

Ticker: JCPB CUSIP: 46641Q670 Class: CORE PLUS BD ETF

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

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

Q4 2025
Shares 2,450,460 Value ($000) $116,029 Avg Close — Range —
Q3 2025
Shares 2,279,496 Value ($000) $108,390 Avg Close — Range —
Q2 2025
Shares 2,148,587 Value ($000) $101,113 Avg Close — Range —
Q1 2025
Shares 1,926,980 Value ($000) $90,645 Avg Close — Range —
Q4 2024
Shares 102,791 Value ($000) $4,736 Avg Close — Range —