Capital Advisors Wealth Management, LLC J P Morgan Exchange Traded Fd Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 202,383 shares of JMEE stock, worth $12.8 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares
202,383
Previous 5,133 3842.78%
Holding current value
$12.8 Million
Previous $303,000 4136.63%
% of portfolio
1.88%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$59.19 - $64.47 $11.7 Million - $12.7 Million
197,250 Added 3842.78%
202,383 $12.8 Million
Q2 2025

Aug 13, 2025
BUY
$49.07 - $59.23 $35,968 - $43,415
733 Added 16.66%
5,133 $303,000
Q1 2025

Apr 24, 2025
BUY
$54.51 - $63.63 $239,844 - $279,972
4,400 New
4,400 $246,000

Others Institutions Holding JMEE

# of Institutions
151
Shares Held
23.7M
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 Capital Advisors Wealth Management, LLC Portfolio

Follow Capital Advisors Wealth Management, LLC 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 Capital Advisors Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email