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

Lakeridge Wealth Management LLC

  • $182 Billion
  • Q3 2024

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 7,644 shares of JEPI stock, worth $444,880. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,644
Previous 7,245 5.51%
Holding current value
$444,880
Previous $411 Million 10.78%
% of portfolio
0.25%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,170
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lakeridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email