J P MORGAN EXCHANGE TRADED F

Ticker: JPST CUSIP: 46641Q837 Class: ULTRA SHRT ETF

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

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

Q4 2025
Shares 343,385 Value ($000) $17,372 Avg Close — Range —
Q3 2025
Shares 325,778 Value ($000) $16,527 Avg Close — Range —
Q2 2025
Shares 328,949 Value ($000) $16,671 Avg Close — Range —
Q1 2025
Shares 334,139 Value ($000) $16,917 Avg Close — Range —
Q4 2024
Shares 345,460 Value ($000) $17,401 Avg Close — Range —
Q3 2024
Shares 360,529 Value ($000) $18,293 Avg Close — Range —
Q2 2024
Shares 352,826 Value ($000) $17,807 Avg Close — Range —
Q1 2024
Shares 349,686 Value ($000) $17,642 Avg Close — Range —
Q4 2023
Shares 338,029 Value ($000) $16,979 Avg Close — Range —
Q3 2023
Shares 356,494 Value ($000) $17,889 Avg Close — Range —
Q2 2023
Shares 358,335 Value ($000) $17,967 Avg Close — Range —
Q1 2023
Shares 374,445 Value ($000) $18,842 Avg Close — Range —
Q4 2022
Shares 381,170 Value ($000) $19,108 Avg Close — Range —
Q3 2022
Shares 373,328 Value ($000) $18,726 Avg Close — Range —
Q2 2022
Shares 393,741 Value ($000) $19,723 Avg Close — Range —
Q1 2022
Shares 380,283 Value ($000) $19,117 Avg Close — Range —
Q4 2021
Shares 365,494 Value ($000) $18,450 Avg Close — Range —
Q3 2021
Shares 337,436 Value ($000) $17,115 Avg Close — Range —
Q2 2021
Shares 328,849 Value ($000) $16,686 Avg Close — Range —
Q1 2021
Shares 316,596 Value ($000) $16,069 Avg Close — Range —
Q4 2020
Shares 302,090 Value ($000) $15,343 Avg Close — Range —
Q3 2020
Shares 277,728 Value ($000) $14,107 Avg Close — Range —
Q2 2020
Shares 274,115 Value ($000) $13,906 Avg Close — Range —
Q1 2020
Shares 269,277 Value ($000) $13,375 Avg Close — Range —
Q4 2019
Shares 266,290 Value ($000) $13,429 Avg Close — Range —