Lakeridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 81,121 shares of JMEE stock, worth $5.09 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

81,121

Previous 77,886 4.15%

Holding current value

$5.09 Million

Previous $4.94 Billion 5.71%

% of portfolio

2.37%

Previous 2.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$61.3 - $64.67 $198,305 - $209,207	3,235 Added 4.15%	81,121 $5.22 Billion
Q3 2025 Oct 17, 2025	BUY	$59.19 - $64.47 $9,825 - $10,702	166 Added 0.21%	77,886 $4.94 Billion
Q2 2025 Aug 07, 2025	BUY	$49.07 - $59.23 $114,725 - $138,479	2,338 Added 3.1%	77,720 $4.6 Billion
Q1 2025 Apr 16, 2025	BUY	$54.51 - $63.63 $198,634 - $231,867	3,644 Added 5.08%	75,382 $4.22 Billion
Q4 2024 Jan 30, 2025	BUY	$60.1 - $66.4 $482,302 - $532,860	8,025 Added 12.6%	71,738 $4.34 Billion

Q3 2024 Oct 07, 2024	BUY	$55.81 - $61.01 $85,166 - $93,101	1,526 Added 2.45%	63,713 $3.88 Billion
Q2 2024 Aug 01, 2024	BUY	$54.31 - $58.29 $129,257 - $138,730	2,380 Added 3.98%	62,187 $3.52 Billion
Q1 2024 Apr 29, 2024	BUY	$51.82 - $58.53 $15,546 - $17,559	300 Added 0.5%	59,807 $3.5 Billion
Q4 2023 Feb 14, 2024	BUY	$45.26 - $54.23 $2.69 Million - $3.23 Million	59,507 New	59,507 $3.2 Billion

Others Institutions Holding JMEE

# of Institutions

157

Shares Held

23.6M

Call Options Held

Put Options Held

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About J P MORGAN EXCHANGE-TRADED FD

Ticker JMEE
Sector ETFs
Industry ETFs

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Lakeridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History