Summit Wealth Partners, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Summit Wealth Partners, LLC

26,999

Previous 27,195 0.72%

$1.79 Billion

Previous $1.77 Billion 1.46%

0.33%

Previous 0.32%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	N/A	-196 Reduced 0.72%	26,999 $1.79 Billion
Q3 2025 Oct 21, 2025	SELL	N/A	-240 Reduced 0.87%	27,195 $1.77 Billion
Q2 2025 Aug 11, 2025	BUY	N/A	6,018 Added 28.1%	27,435 $1.72 Billion
Q1 2025 May 06, 2025	BUY	N/A	10,115 Added 89.5%	21,417 $1.28 Billion
Q4 2024 Jan 27, 2025	BUY	N/A	3,460 Added 44.12%	11,302 $701 Million

Q3 2024 Oct 28, 2024	BUY	N/A	836 Added 11.93%	7,842 $479 Million
Q2 2024 Sep 11, 2024	BUY	N/A	432 Added 6.57%	7,006 $410 Million
Q1 2024 Sep 11, 2024	BUY	N/A	623 Added 10.47%	6,574 $368 Million
Q4 2023 Sep 11, 2024	BUY	N/A	5,951 New	5,951 $315 Million

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