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J P Morgan Exchange Traded F shares owned by Lakeridge Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by Lakeridge Wealth Management from 13F filings

Historical chart of Lakeridge Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by Lakeridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2025-12-31 $239k 3.2k 74.88
2025-09-30 $208k 2.8k 73.53

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Core 1 5 Yr Usd (ISTB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Microsoft Corporation (MSFT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Short Duration F (DFSD)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)
JPMorgan Chase & Co. (JPM)

View all positions for Lakeridge Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
Susquehanna International
LPL Financial
Envestnet Asset Management
FMR
Mml Investors Services
Janney Montgomery Scott
CWM
Factory Mutual Insurance Company
Commonwealth Equity Services
Sagespring Wealth Partners
Dynasty Wealth Management
Assetmark
Raymond James Financial
Vestmark Advisory Solutions

View all funds holding J P Morgan Exchange Traded F