J P MORGAN EXCHANGE TRADED F

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

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

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

Q4 2025
Shares 90,475 Value ($000) $4,284 Avg Close — Range —
Q3 2025
Shares 80,556 Value ($000) $3,830 Avg Close — Range —
Q2 2025
Shares 76,978 Value ($000) $3,623 Avg Close — Range —
Q1 2025
Shares 61,025 Value ($000) $2,871 Avg Close — Range —
Q4 2024
Shares 56,532 Value ($000) $2,604 Avg Close — Range —
Q3 2024
Shares 49,682 Value ($000) $2,397 Avg Close — Range —
Q2 2024
Shares 47,287 Value ($000) $2,191 Avg Close — Range —
Q1 2024
Shares 35,084 Value ($000) $1,636 Avg Close — Range —
Q4 2023
Shares 28,830 Value ($000) $1,357 Avg Close — Range —