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 $459,863. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,644
Previous 7,245 5.51%
Holding current value
$459,863
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
1,166
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
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