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Jp Morgan Exchange Traded Fd fund shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $231k 4.6k 50.50
2025-06-30 $227k 4.6k 49.64

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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
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Cetera Investment Advisers
Ameriprise Financial
Wealth Enhancement Advisory Services
Raymond James Financial
Envestnet Asset Management
Honkamp Krueger Financial Services
Monticello Wealth Management
BKD Wealth Advisors
Captrust Financial Advisors
Advisor Group Holdings
HighTower Advisors
Rockefeller Capital Management

View all funds holding Jp Morgan Exchange Traded Fd fund