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Jp Morgan Exchange Traded Fd fund shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Jp Morgan Exchange Traded Fd fund (JMUB) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies 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 Financial Strategies 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 Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $200k 3.9k 50.74

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Jp Morgan Exchange Traded Fd fund

LPL Financial
Northwestern Mutual Wealth Management Company
BKD Wealth Advisors
Wealth Enhancement Advisory Services
Honkamp Krueger Financial Services
Rockefeller Capital Management
49 Wealth Management
Central Trust & Investment
Asio Capital
Collective Family Office
Branch Banking & Trust Company
Envestnet Asset Management
AllGen Financial Advisors
IAG Wealth Partners
Opal Wealth Advisors

View all funds holding Jp Morgan Exchange Traded Fd fund