JMEE β€” J P MORGAN EXCHANGE TRADED F

Ownership history in SHP Wealth Management  Β·  1 quarter on record

This page tracks every 13F SEC filing in which SHP Wealth Management reported a position in J P MORGAN EXCHANGE TRADED F (JMEE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.6% (2025 Q4)
πŸ“Š Avg. % of fund
1.6%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    JMEE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 318,729 β€” β€” 1.60% $20.5M $64.38

🏒 Other funds also holding JMEE

As of 2025 Q4 β€” sorted by position size

Meridian Financial Partners LLC 3Y 7Y 8.91% Macco Financial Group, Inc. 7.21% CGC Financial Services, LLC 5.9% Wagner Wealth Management, LLC 3Y 7Y 5.65% Choice Wealth Advisors, LLC 3Y 4.01% Syntegra Private Wealth Group, LLC 3Y 3.66% Total Wealth Planning, LLC 3Y 7Y 3.48% Bond & Devick Financial Network, Inc. 3Y 3.23% FLYNN ZITO CAPITAL MANAGEMENT, LLC 3Y 3.01% Advisory Resource Group 3Y 7Y 2.77%
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