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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.8M | 27k | 65.00 |
| 2025-06-30 | $1.7M | 27k | 62.58 |
| 2025-03-31 | $1.3M | 21k | 59.68 |
| 2024-12-31 | $701k | 11k | 62.04 |
| 2024-09-30 | $480k | 7.8k | 61.14 |
| 2024-06-30 | $410k | 7.0k | 58.56 |
| 2024-03-31 | $368k | 6.6k | 55.97 |
| 2023-12-31 | $315k | 6.0k | 52.88 |