JBND — J P MORGAN EXCHANGE TRADED F

Ownership history in Summit Financial, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in J P MORGAN EXCHANGE TRADED F (JBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.08% (2025 Q4)
Avg. % of fund
1.08%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,359,312 +57,499 +4.4% 1.08% $73.7M $53.71
2025 Q3 INITIATED 1,301,813 — — 1.08% $70.5M $53.00
% of Fund (quarterly)    JBND price (monthly, adj. close)

Other funds also holding JBND

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Management, LLC 3Y 9.81% Diversified Portfolios, Inc. 3Y 7Y 8.65% Independence Asset Advisors, LLC 8.36% IAG Wealth Partners, LLC 3Y 7.52% Vawter Financial, Ltd. 7.44% PEAK FINANCIAL ADVISORS LLC 3Y 6.76% CGC Financial Services, LLC 6.51% Peterson Wealth Advisors, LLC 3Y 7Y 6.33% Essex LLC 3Y 5.88% LVZ, Inc. 3Y 7Y 5.66%
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