Wealth Plan Investment Management, LLC J P Morgan Exchange Traded Fd Transaction History
Wealth Plan Investment Management, LLC
- $1.27 Billion
- Q2 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 11,876 shares of JMEE stock, worth $752,938. This represents 0.06% of its overall portfolio holdings.
Number of Shares
11,876Holding current value
$752,938% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding JMEE
# of Institutions
148Shares Held
23.5MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.5MShares$666 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC1.98MShares$125 Million0.04% of portfolio
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Crestwood Advisors Group LLC860KShares$54.5 Million0.94% of portfolio
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Great Valley Advisor Group, Inc.846KShares$53.6 Million1.23% of portfolio
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Syntegra Private Wealth Group, LLC Chesterfield, MO819KShares$51.9 Million4.9% of portfolio