J P Morgan Exchange Traded F shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JGRO) 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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All positions including J P Morgan Exchange Traded F held by Summit Wealth & Retirement Planning 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 & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 2.8k | 93.75 |
| 2025-06-30 | $244k | 2.8k | 86.07 |
| 2025-03-31 | $209k | 2.8k | 73.79 |
| 2024-12-31 | $212k | 2.6k | 81.03 |
| 2024-09-30 | $201k | 2.6k | 76.88 |
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