J P Morgan Exchange-traded F shares owned by Lakeridge Wealth Management
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Lakeridge Wealth Management
from 13F filings
Historical chart of Lakeridge Wealth Management investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Lakeridge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $707k | 12k | 57.10 |
| 2025-06-30 | $696k | 12k | 56.85 |
| 2025-03-31 | $619k | 11k | 57.14 |
| 2024-12-31 | $452k | 7.9k | 57.53 |
| 2024-09-30 | $455k | 7.6k | 59.51 |
| 2024-06-30 | $411k | 7.2k | 56.68 |
| 2024-03-31 | $377k | 6.5k | 57.86 |
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