Rooted Wealth Advisors, Inc. J P Morgan Exchange Traded Fd Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 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 17,599 shares of JMEE stock, worth $1.1 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
17,599
Previous 16,940
3.89%
Holding current value
$1.1 Million
Previous $1 Million
11.27%
% of portfolio
0.36%
Previous 0.36%
Shares
5 transactions
Others Institutions Holding JMEE
# of Institutions
157Shares Held
23.6MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$661 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.82MShares$114 Million0.04% of portfolio
-
Crestwood Advisors Group LLC936KShares$58.7 Million1.04% of portfolio
-
Great Valley Advisor Group, Inc.855KShares$53.6 Million1.21% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO819KShares$51.4 Million4.9% of portfolio