Balance Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Balance Wealth, LLC holds 8,425 shares of JMEE stock, worth $449,726. This represents 0.31% of its overall portfolio holdings.

Number of Shares

8,425

Holding current value

$449,726

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$54.51 - $63.63 $459,246 - $536,082	8,425 New	8,425 $472 Million

Others Institutions Holding JMEE

# of Institutions

149

Shares Held

19.9M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.6M
Shares

$567 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

1.53M
Shares

$81.6 Million
0.04% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

820K
Shares

$43.8 Million
5.6% of portfolio
Cwm, LLC

418K
Shares

$22.3 Million
0.1% of portfolio
Total Wealth Planning, LLC

397K
Shares

$21.2 Million
3.62% of portfolio

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
Sector ETFs
Industry ETFs

More about JMEE

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