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J P Morgan Exchange Traded F shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (HELO) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $410k 7.0k 58.56
2024-03-31 $368k 6.6k 55.97
2023-12-31 $315k 6.0k 52.88

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding J P Morgan Exchange Traded F

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Peterson Wealth Advisors
HighTower Advisors
Envestnet Asset Management
Consolidated Planning Corp
BKD Wealth Advisors
Cambridge Investment Research Advisors
Mml Investors Services
Jpmorgan Chase & Co
Private Capital Management
Patten & Patten
Central Trust & Investment

View all funds holding J P Morgan Exchange Traded F