Jp Morgan Exchange Traded Fd fund shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JQUA) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Jp Morgan Exchange Traded Fd fund
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Quarterly reported holdings in Jp Morgan Exchange Traded Fd fund by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $230k | 3.6k | 63.18 |
| 2025-09-30 | $229k | 3.6k | 62.91 |
| 2025-06-30 | $219k | 3.6k | 60.05 |
| 2025-03-31 | $206k | 3.6k | 56.47 |
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