Concord Wealth Partners J P Morgan Exchange Traded Fd Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Concord Wealth Partners holds 206 shares of JMEE stock, worth $12,582. This represents 0.0% of its overall portfolio holdings.

Number of Shares

206

Holding current value

$12,582

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$55.81 - $61.01 $11,496 - $12,568	206 New	206 $12,000

Others Institutions Holding JMEE

# of Institutions

114

Shares Held

17M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

10.7M
Shares

$653 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$67.2 Million
0.03% of portfolio
Syntegra Private Wealth Group, LLC Chesterfield, MO

801K
Shares

$48.9 Million
5.64% of portfolio
Cwm, LLC

347K
Shares

$21.2 Million
0.09% of portfolio
Cgc Financial Services, LLC Lake Oswego, OR

327K
Shares

$20 Million
7.99% of portfolio

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
Sector ETFs
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Concord Wealth Partners J P Morgan Exchange Traded Fd Transaction History