J P MORGAN EXCHANGE TRADED F

Ticker: JGRO CUSIP: 46654Q609 Class: ACTIVE GROWTH

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

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

Q4 2025
Shares 2,835 Value ($000) $263 Avg Close — Range —
Q3 2025
Shares 2,835 Value ($000) $266 Avg Close — Range —
Q2 2025
Shares 2,835 Value ($000) $244 Avg Close — Range —
Q1 2025
Shares 2,835 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 2,612 Value ($000) $212 Avg Close — Range —
Q3 2024
Shares 2,612 Value ($000) $201 Avg Close — Range —