Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Capital Advisors Wealth Management, LLC

  • $691 Million
  • Q4 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 213,965 shares of JMEE stock, worth $13.4 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
213,965
Previous 202,383 5.72%
Holding current value
$13.4 Million
Previous $12.8 Million 4.57%
% of portfolio
1.94%
Previous 1.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$61.3 - $64.67 $709,976 - $749,007
11,582 Added 5.72%
213,965 $13.4 Million
Q3 2025

Oct 15, 2025
BUY
$59.19 - $64.47 $11.7 Million - $12.7 Million
197,250 Added 3842.78%
202,383 $12.8 Million
Q2 2025

Aug 13, 2025
BUY
$49.07 - $59.23 $35,968 - $43,415
733 Added 16.66%
5,133 $303,000
Q1 2025

Apr 24, 2025
BUY
$54.51 - $63.63 $239,844 - $279,972
4,400 New
4,400 $246,000

Others Institutions Holding JMEE

# of Institutions
161
Shares Held
24.3M
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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