Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 15,591 shares of JMEE stock, worth $868,886. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,591
Previous 14,115 10.46%
Holding current value
$868,886
Previous $855,000 1.52%
% of portfolio
0.36%
Previous 0.33%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$54.51 - $63.63 $80,456 - $93,917
1,476 Added 10.46%
15,591 $868,000
Q4 2024

Jan 30, 2025
BUY
$60.1 - $66.4 $84,620 - $93,491
1,408 Added 11.08%
14,115 $855,000
Q3 2024

Nov 12, 2024
BUY
$55.81 - $61.01 $709,177 - $775,254
12,707 New
12,707 $767,000

Others Institutions Holding JMEE

# of Institutions
152
Shares Held
20M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JMEE Quotes by TradingView
  • Ticker JMEE
  • Sector ETFs
  • Industry ETFs
More about JMEE
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