J P Morgan Exchange-traded F shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) 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 | $4.6M | 80k | 57.10 |
| 2025-06-30 | $4.5M | 79k | 56.85 |
| 2025-03-31 | $4.1M | 72k | 57.14 |
| 2024-12-31 | $4.2M | 73k | 57.53 |
| 2024-09-30 | $4.5M | 76k | 59.51 |
| 2024-06-30 | $4.4M | 77k | 56.68 |
| 2024-03-31 | $4.4M | 76k | 57.86 |
| 2023-12-31 | $4.3M | 78k | 54.98 |
| 2023-09-30 | $4.6M | 85k | 53.56 |
| 2023-06-30 | $4.8M | 87k | 55.33 |
| 2023-03-31 | $4.4M | 81k | 54.60 |
| 2022-12-31 | $4.2M | 78k | 54.49 |
| 2022-09-30 | $3.5M | 68k | 51.23 |
| 2022-06-30 | $3.1M | 57k | 55.45 |
| 2022-03-31 | $1.2M | 20k | 61.40 |
| 2021-12-31 | $392k | 6.2k | 63.19 |