Triad Wealth Partners, LLC J P Morgan Exchange Traded Fd Transaction History
Triad Wealth Partners, LLC
- $188 Billion
- Q3 2024
A detailed history of Triad Wealth Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 45,214 shares of JMEE stock, worth $2.96 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
45,214
Previous 62,270
27.39%
Holding current value
$2.96 Million
Previous $3.53 Billion
21.85%
% of portfolio
1.47%
Previous 1.85%
Shares
3 transactions
Others Institutions Holding JMEE
# of Institutions
114Shares Held
17MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.7MShares$700 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.1MShares$72 Million0.03% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO801KShares$52.4 Million5.64% of portfolio
-
Cwm, LLC347KShares$22.7 Million0.09% of portfolio
-
Cgc Financial Services, LLC Lake Oswego, OR327KShares$21.4 Million7.99% of portfolio