Lakeridge Wealth Management LLC J P Morgan Exchg Traded Fd Tr Transaction History
Lakeridge Wealth Management LLC
- $220 Billion
- Q4 2025
A detailed history of Lakeridge Wealth Management LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,193 shares of JIRE stock, worth $239,506. This represents 0.11% of its overall portfolio holdings.
Number of Shares
3,193
Previous 2,834
12.67%
Holding current value
$239,506
Previous $208 Million
14.74%
% of portfolio
0.11%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
283Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN1.63MShares$122 Million1.89% of portfolio