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
2025 Q3	$3.7M	Buy
2025 Q2	$3.38M	Sell
2025 Q1	$2.9M	Buy
2024 Q4	$2.32M	Buy
2024 Q3	$2.03M	Sell
2024 Q2	$1.96M	Buy
2024 Q1	$1.9M	Buy
2023 Q4	$1.56M	Buy