Lakeridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 10,834 shares of JEPI stock, worth $607,679. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,834
Previous 7,850 38.01%
Holding current value
$607,679
Previous $452 Million 37.06%
% of portfolio
0.31%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$56.17 - $59.71 $167,611 - $178,174
2,984 Added 38.01%
10,834 $619 Million
Q4 2024

Jan 30, 2025
BUY
$57.53 - $60.83 $11,851 - $12,530
206 Added 2.69%
7,850 $452 Million
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $21,937 - $23,744
399 Added 5.51%
7,644 $455 Million
Q2 2024

Aug 01, 2024
BUY
$55.45 - $57.39 $40,312 - $41,722
727 Added 11.15%
7,245 $411 Million
Q1 2024

Apr 29, 2024
BUY
$54.75 - $57.86 $356,860 - $377,131
6,518 New
6,518 $377 Million

Others Institutions Holding JEPI

# of Institutions
1,372
Shares Held
334M
Call Options Held
511K
Put Options Held
363K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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