J P MORGAN EXCHANGE TRADED F

Ticker: JVAL CUSIP: 46641Q753 Class: US VALUE FACTR

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q4 2025
Shares 4,580 Value ($000) $225 Avg Close — Range —
Q3 2025
Shares 4,580 Value ($000) $218 Avg Close — Range —
Q2 2025
Shares 4,580 Value ($000) $203 Avg Close — Range —