Total Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History
Total Wealth Planning, LLC
- $604 Million
- Q4 2024
A detailed history of Total Wealth Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Total Wealth Planning, LLC holds 335,511 shares of JMEE stock, worth $18.3 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
335,511Holding current value
$18.3 Million% of portfolio
3.36%Shares
1 transactions
Others Institutions Holding JMEE
# of Institutions
147Shares Held
19.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.6MShares$579 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.53MShares$83.3 Million0.04% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO820KShares$44.7 Million5.6% of portfolio
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Cwm, LLC418KShares$22.8 Million0.1% of portfolio
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Cgc Financial Services, LLC Lake Oswego, OR341KShares$18.6 Million8.22% of portfolio