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Jp Morgan Exchange Traded Fd fund shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Jp Morgan Exchange Traded Fd fund

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.2M 82k 51.27
2024-06-30 $3.6M 72k 50.38
2024-03-31 $200k 3.9k 50.74

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Envestnet Asset Management
Rockefeller Capital Management
Honkamp Krueger Financial Services
Central Trust & Investment
Asio Capital
Collective Family Office
Morningstar Investment Services
Raymond James & Associates
HighTower Advisors
Equitable Holdings

View all funds holding Jp Morgan Exchange Traded Fd fund