J P MORGAN EXCHANGE TRADED F

Ticker: JEPQ CUSIP: 46654Q203 Class: ETF

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

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

Q4 2025
Shares 52,310 Value ($000) $3,040 Avg Close — Range —
Q3 2025
Shares 51,136 Value ($000) $2,941 Avg Close — Range —
Q2 2025
Shares 49,185 Value ($000) $2,676 Avg Close — Range —
Q1 2025
Shares 40,492 Value ($000) $2,097 Avg Close — Range —
Q4 2024
Shares 37,441 Value ($000) $2,111 Avg Close — Range —
Q3 2024
Shares 37,819 Value ($000) $2,077 Avg Close — Range —
Q2 2024
Shares 30,496 Value ($000) $1,693 Avg Close — Range —
Q1 2024
Shares 23,583 Value ($000) $1,279 Avg Close — Range —
Q4 2023
Shares 24,390 Value ($000) $1,218 Avg Close — Range —
Q3 2023
Shares 21,293 Value ($000) $999 Avg Close — Range —
Q2 2023
Shares 18,706 Value ($000) $905 Avg Close — Range —
Q1 2023
Shares 17,507 Value ($000) $789 Avg Close — Range —
Q4 2022
Shares 16,893 Value ($000) $689 Avg Close — Range —
Q3 2022
Shares 7,701 Value ($000) $321 Avg Close — Range —