LWM
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Lakeridge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Lakeridge Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.92M Buy
11,987
+111
+0.9% +$34.5K 1.44% 17
2026
Q1 		$3.49M Sell
11,876
-22
-0.2% -$6.68K 1.5% 16
2025
Q4 		$3.83M Buy
11,898
+177
+2% +$54.8K 1.74% 15
2025
Q3 		$3.7M Buy
11,721
+72
+0.6% +$21.4K 1.64% 19
2025
Q2 		$3.38M Sell
11,649
-187
-2% -$47.7K 1.55% 19
2025
Q1 		$2.9M Buy
11,836
+2,173
+22% +$554K 1.45% 18
2024
Q4 		$2.32M Buy
9,663
+19
+0.2% +$4.42K 1.2% 18
2024
Q3 		$2.03M Sell
9,644
-25
-0.3% -$5.27K 1.12% 17
2024
Q2 		$1.96M Buy
9,669
+165
+2% +$32.3K 1.18% 20
2024
Q1 		$1.9M Buy
9,504
+325
+4% +$58.6K 1.23% 18
2023
Q4 		$1.56M Buy
+9,179
New +$1.39M 1.13% 20

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return