Lakeridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Lakeridge Wealth Management LLC
- $166 Billion
- Q2 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 7,245 shares of JEPI stock, worth $426,150. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,245
Previous 6,518
11.15%
Holding current value
$426,150
Previous $377 Million
8.89%
% of portfolio
0.25%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding JEPI
# of Institutions
1,131Shares Held
270MCall Options Held
283KPut Options Held
338K-
Morgan Stanley New York, NY38.1MShares$2.24 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC28.2MShares$1.66 Billion0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY18.9MShares$1.11 Billion0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$744 Million0.18% of portfolio
-
Envestnet Asset Management Inc7.1MShares$418 Million0.14% of portfolio