Summit Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 11,990 shares of JMEE stock, worth $752,252. This represents 0.14% of its overall portfolio holdings.
Number of Shares
11,990
Previous 11,801
1.6%
Holding current value
$752,252
Previous $699 Million
8.84%
% of portfolio
0.14%
Previous 0.13%
Shares
6 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