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Summit Wealth & Retirement Planning’s JPMorgan Active Value ETF JAVA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio JAVA Stock Details JAVA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Hold
3,178
– – 0.06% 97
2025
Q1 		$202K Buy
+3,178
New +$202K 0.06% 76