Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History

Rooted Wealth Advisors, Inc.

  • $256 Million
  • Q4 2024

A detailed history of Rooted Wealth Advisors, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 14,115 shares of JMEE stock, worth $871,460. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,115
Previous 12,707 11.08%
Holding current value
$871,460
Previous $767,000 11.47%
% of portfolio
0.33%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$60.1 - $66.4 $84,620 - $93,491
1,408 Added 11.08%
14,115 $855,000
Q3 2024

Nov 12, 2024
BUY
$55.81 - $61.01 $709,177 - $775,254
12,707 New
12,707 $767,000

Others Institutions Holding JMEE

# of Institutions
145
Shares Held
19.6M
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
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email