Wealth Plan Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 65,926 shares of JMEE stock, worth $4.14 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
65,926
Previous 11,876
455.12%
Holding current value
$4.14 Million
Previous $703,000
494.74%
% of portfolio
0.3%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding JMEE
# of Institutions
157Shares Held
23.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$661 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$114 Million0.04% of portfolio
-
Crestwood Advisors Group LLC936KShares$58.7 Million1.04% of portfolio
-
Great Valley Advisor Group, Inc.855KShares$53.6 Million1.21% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO819KShares$51.4 Million4.9% of portfolio