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

Lakeridge Wealth Management LLC

$217 Billion
Q2 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 12,234 shares of JEPI stock, worth $685,838. This represents 0.32% of its overall portfolio holdings.

Number of Shares

12,234

Previous 10,834 12.92%

Holding current value

$685,838

Previous $619 Million 12.36%

% of portfolio

0.32%

Previous 0.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$51.14 - $57.0 $71,596 - $79,800	1,400 Added 12.92%	12,234 $696 Million
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

1,389

Shares Held

737M

Call Options Held

511K

Put Options Held

363K

View Full List

About J P MORGAN EXCHANGE-TRADED FD

Ticker JEPI
Sector ETFs
Industry ETFs

More about JEPI

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