Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 12,406 shares of JMEE stock, worth $783,687. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,406
Previous 10,142
22.32%
Holding current value
$783,687
Previous $574 Million
31.65%
% of portfolio
0.15%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding JMEE
# of Institutions
124Shares Held
17.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$676 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.1MShares$69.5 Million0.03% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO801KShares$50.6 Million5.64% of portfolio
-
Cwm, LLC347KShares$21.9 Million0.09% of portfolio
-
Cgc Financial Services, LLC Lake Oswego, OR341KShares$21.6 Million8.22% of portfolio