Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
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 16,940 shares of JMEE stock, worth $1.02 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
16,940
Previous 15,591
8.65%
Holding current value
$1.02 Million
Previous $868,000
15.55%
% of portfolio
0.36%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding JMEE
# of Institutions
148Shares Held
22.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$629 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.75MShares$105 Million0.04% of portfolio
-
Crestwood Advisors Group LLC860KShares$51.5 Million0.94% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO800KShares$47.9 Million4.83% of portfolio
-
Great Valley Advisor Group, Inc.691KShares$41.4 Million0.94% of portfolio