Lakeridge Wealth Management LLC J P MORGAN EXCHANGE TRADED F Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025
Number of Shares
20,891
Previous 18,452 13.22%
Holding current value
$1.39 Billion
Previous $1.2 Billion 15.71%
% of portfolio
0.63%
Previous 0.53%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
N/A
2,439 Added 13.22%
20,891 $1.39 Billion
Q3 2025

Oct 17, 2025
BUY
N/A
194 Added 1.06%
18,452 $1.2 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
790 Added 4.52%
18,258 $1.14 Billion
Q1 2025

Apr 16, 2025
BUY
N/A
3,087 Added 21.47%
17,468 $1.04 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
4,507 Added 45.65%
14,381 $892 Million
Q3 2024

Oct 07, 2024
BUY
N/A
1,212 Added 13.99%
9,874 $604 Million
Q2 2024

Aug 01, 2024
BUY
N/A
8,662 New
8,662 $507 Million
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