Wells Trecaso Financial Group, LLC J P Morgan Exchange Traded Fd Transaction History
Wells Trecaso Financial Group, LLC
- $300 Million
- Q1 2025
A detailed history of Wells Trecaso Financial Group, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 24,723 shares of JMEE stock, worth $1.32 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
24,723
Previous 19,024
29.96%
Holding current value
$1.32 Million
Previous $1.15 Million
19.74%
% of portfolio
0.46%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding JMEE
# of Institutions
149Shares Held
19.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY10.6MShares$567 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.53MShares$81.6 Million0.04% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO820KShares$43.8 Million5.6% of portfolio
-
Cwm, LLC443KShares$23.7 Million0.1% of portfolio
-
Total Wealth Planning, LLC397KShares$21.2 Million3.62% of portfolio