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 $26.8 Million. This represents 3.52% of its overall portfolio holdings.

Number of Shares
442,415
Previous 396,884 11.47%
Holding current value
$26.8 Million
Previous $22.1 Million 18.43%
% of portfolio
3.52%
Previous 3.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$49.07 - $59.23 $2.23 Million - $2.7 Million
45,531 Added 11.47%
442,415 $26.2 Million
Q1 2025

Apr 15, 2025
BUY
$54.51 - $63.63 $3.35 Million - $3.91 Million
61,373 Added 18.29%
396,884 $22.1 Million
Q4 2024

Jan 15, 2025
BUY
$60.1 - $66.4 $20.2 Million - $22.3 Million
335,511 New
335,511 $20.3 Million

Others Institutions Holding JMEE

# of Institutions
150
Shares Held
22.8M
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 Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, 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 Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email