Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History
Capital Advisors Wealth Management, LLC
- $681 Million
- Q3 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 202,383 shares of JMEE stock, worth $12.7 Million. This represents 1.88% of its overall portfolio holdings.
Number of Shares
202,383
Previous 5,133
3842.78%
Holding current value
$12.7 Million
Previous $303,000
4136.63%
% of portfolio
1.88%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding JMEE
# of Institutions
157Shares Held
23.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$661 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$114 Million0.04% of portfolio
-
Crestwood Advisors Group LLC936KShares$58.7 Million1.04% of portfolio
-
Great Valley Advisor Group, Inc.855KShares$53.6 Million1.21% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO819KShares$51.4 Million4.9% of portfolio