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
Download as csvQuarterly 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 |
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