Ownership history in Summit Wealth Partners, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JPST). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 343,385 | +17,607 | +5.4% | 3.21% | $17.4M | $50.25 |
| 2025 Q3 | REDUCED | 325,778 | -3,171 | -1.0% | 2.98% | $16.5M | $49.67 |
| 2025 Q2 | REDUCED | 328,949 | -5,190 | -1.6% | 3.18% | $16.7M | $49.07 |
| 2025 Q1 | REDUCED | 334,139 | -11,321 | -3.3% | 3.43% | $16.9M | $48.47 |
As of 2025 Q4 — sorted by position size