Schwallier Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Schwallier Wealth Management LLC

  • $164 Billion
  • Q2 2025

A detailed history of Schwallier Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 120,470 shares of JMEE stock, worth $7.64 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
120,470
Previous 95,487 26.16%
Holding current value
$7.64 Million
Previous $5.35 Billion 33.44%
% of portfolio
4.36%
Previous 3.95%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$49.07 - $59.23 $1.23 Million - $1.48 Million
24,983 Added 26.16%
120,470 $7.13 Billion
Q1 2025

Aug 14, 2025
BUY
$54.51 - $63.63 $5.2 Million - $6.08 Million
95,487 New
95,487 $5.35 Billion

Others Institutions Holding JMEE

# of Institutions
148
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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