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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 (JMEE) 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
2024-09-30 $3.9M 64k 60.96
2024-06-30 $3.5M 62k 56.64
2024-03-31 $3.5M 60k 58.53

More positions owned by Lakeridge Wealth Management

Fidelity Covington Trust High Divid Etf (FDVV)
Sherwin-Williams Company (SHW)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
International Business Machines (IBM)

View all positions for Lakeridge Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
Syntegra Private Wealth Group
CWM
CGC Financial Services
Wagner Wealth Management
Advisor Group Holdings
Systelligence
Northwestern Mutual Wealth Management Company
Choice Wealth Advisors
Raymond James Financial Services Advisors
Commonwealth Equity Services
Flynn Zito Capital Management
Redhawk Wealth Advisors
Envestnet Asset Management

View all funds holding J P Morgan Exchange Traded F