J P Morgan Exchange-traded F shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JAVA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning 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 & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $228k | 3.2k | 71.72 |
| 2025-09-30 | $219k | 3.2k | 68.96 |
| 2025-06-30 | $208k | 3.2k | 65.50 |
| 2025-03-31 | $202k | 3.2k | 63.54 |
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