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 $20.8 Million. This represents 3.36% of its overall portfolio holdings.
Number of Shares
335,511Holding current value
$20.8 Million% of portfolio
3.36%Shares
1 transactions
Others Institutions Holding JMEE
# of Institutions
119Shares Held
17.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$663 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.1MShares$68.3 Million0.03% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO801KShares$49.7 Million5.64% of portfolio
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Cwm, LLC347KShares$21.5 Million0.09% of portfolio
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Cgc Financial Services, LLC Lake Oswego, OR327KShares$20.3 Million7.99% of portfolio