Total Wealth Planning, LLC J P Morgan Exchange Traded Fd Transaction History
Total Wealth Planning, LLC
- $744 Million
- Q2 2025
A detailed history of Total Wealth Planning, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Total Wealth Planning, LLC holds 442,415 shares of JMEE stock, worth $26.5 Million. This represents 3.52% of its overall portfolio holdings.
Number of Shares
442,415
Previous 396,884
11.47%
Holding current value
$26.5 Million
Previous $22.1 Million
18.43%
% of portfolio
3.52%
Previous 3.62%
Shares
3 transactions
Others Institutions Holding JMEE
# of Institutions
149Shares Held
23.1MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$629 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.98MShares$118 Million0.04% of portfolio
-
Crestwood Advisors Group LLC860KShares$51.5 Million0.94% of portfolio
-
Great Valley Advisor Group, Inc.846KShares$50.7 Million1.23% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO800KShares$47.9 Million4.83% of portfolio