J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 177,705 Value ($000) $10,431 Avg Close — Range —
Q3 2025
Shares 194,634 Value ($000) $11,195 Avg Close — Range —