Householder Group Estate & Retirement Specialist, LLC J P Morgan Exchange Traded Fd Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$45.26 - $54.23 $362 - $433	8 Added 1.2%	676 $36,000
Q1 2023 Apr 13, 2023	BUY	$45.5 - $51.91 $30,394 - $34,675	668 New	668 $32,000
Q3 2022 Oct 11, 2022	BUY	$44.33 - $53.16 $27,750 - $33,278	626 New	626 $27,000

Others Institutions Holding JMEE

# of Institutions

152

Shares Held

20M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.6M
Shares

$592 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$85.2 Million
0.04% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

820K
Shares

$45.7 Million
5.6% of portfolio
Cwm, LLC

418K
Shares

$23.3 Million
0.1% of portfolio
Total Wealth Planning, LLC

397K
Shares

$22.1 Million
3.62% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
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