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 |
|---|---|---|---|
| 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 |