Leo Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Leo Wealth, LLC

$771 Billion
Q3 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	$49.07 - $59.23 $921,338 - $1.11 Million	18,776 New	18,776 $1.11 Billion
Q4 2024 Jan 27, 2025	BUY	$60.1 - $66.4 $261,555 - $288,972	4,352 Added 25.53%	21,399 $1.29 Billion
Q3 2024 Oct 21, 2024	BUY	$55.81 - $61.01 $86,449 - $94,504	1,549 Added 9.99%	17,047 $1.04 Billion
Q2 2024 Jul 17, 2024	SELL	$54.31 - $58.29 $2.09 Million - $2.25 Million	-38,533 Reduced 71.32%	15,498 $870 Million
Q1 2024 May 09, 2024	BUY	$51.82 - $58.53 $651,895 - $736,307	12,580 Added 30.35%	54,031 $3.14 Billion

Q4 2023 Mar 14, 2024	BUY	$45.26 - $54.23 $1.88 Million - $2.25 Million	41,451 New	41,451 $2.34 Billion

Others Institutions Holding JMEE

# of Institutions

157

Shares Held

23.6M

Call Options Held

0

Put Options Held

0

Jpmorgan Chase & CO New York, NY

10.5M
Shares

$661 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

1.82M
Shares

$114 Million
0.04% of portfolio
Crestwood Advisors Group LLC

936K
Shares

$58.7 Million
1.04% of portfolio
Great Valley Advisor Group, Inc.

855K
Shares

$53.6 Million
1.21% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

819K
Shares

$51.4 Million
4.9% of portfolio

About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
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