J P MORGAN EXCHANGE TRADED F

Ticker: JPIB CUSIP: 46641Q852 Class: INTL BD OPP ETF

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

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

Q4 2022
Shares 4,575 Value ($000) $210 Avg Close — Range —
Q3 2022
Shares 4,864 Value ($000) $216 Avg Close — Range —
Q2 2022
Shares 5,306 Value ($000) $238 Avg Close — Range —
Q1 2022
Shares 10,045 Value ($000) $491 Avg Close — Range —
Q4 2021
Shares 13,485 Value ($000) $683 Avg Close — Range —
Q3 2021
Shares 13,564 Value ($000) $697 Avg Close — Range —
Q2 2021
Shares 11,678 Value ($000) $602 Avg Close — Range —
Q1 2021
Shares 11,635 Value ($000) $597 Avg Close — Range —
Q4 2020
Shares 10,258 Value ($000) $532 Avg Close — Range —
Q3 2020
Shares 11,664 Value ($000) $587 Avg Close — Range —
Q2 2020
Shares 137,899 Value ($000) $6,851 Avg Close — Range —
Q1 2020
Shares 145,450 Value ($000) $6,859 Avg Close — Range —
Q4 2019
Shares 140,211 Value ($000) $7,015 Avg Close — Range —