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Jp Morgan Exchange Traded Fd fund shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JVAL) 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

Tip: Access up to 7 years of quarterly data

All positions including Jp Morgan Exchange Traded Fd fund 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 Jp Morgan Exchange Traded Fd fund by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 4.6k 49.08
2025-09-30 $218k 4.6k 47.50
2025-06-30 $203k 4.6k 44.23