Total Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History

Total Wealth Planning, LLC

  • $812 Million
  • Q3 2025

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 475,078 shares of JMEE stock, worth $29.8 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
475,078
Previous 442,415 7.38%
Holding current value
$29.8 Million
Previous $26.2 Million 15.04%
% of portfolio
3.71%
Previous 3.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$59.19 - $64.47 $1.93 Million - $2.11 Million
32,663 Added 7.38%
475,078 $30.1 Million
Q2 2025

Jul 15, 2025
BUY
$49.07 - $59.23 $2.23 Million - $2.7 Million
45,531 Added 11.47%
442,415 $26.2 Million
Q1 2025

Apr 15, 2025
BUY
$54.51 - $63.63 $3.35 Million - $3.91 Million
61,373 Added 18.29%
396,884 $22.1 Million
Q4 2024

Jan 15, 2025
BUY
$60.1 - $66.4 $20.2 Million - $22.3 Million
335,511 New
335,511 $20.3 Million

Others Institutions Holding JMEE

# of Institutions
157
Shares Held
23.6M
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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