Lakeridge Wealth Management LLC's ownership history for JEPI

Lakeridge Wealth Management LLC currently holds 12.9K shares with a market value of $732.0K. It started holding JEPI on 2024-09-30. At its peak, it held 12.9K shares on 2026-03-31. Its highest holding value was $732.0K on 2026-03-31. At its lowest, it held 7.6K shares on 2024-09-30, with a value of $451.6K on 2024-12-31. In the recent 180 days, Lakeridge Wealth Management LLC has increased its shares by 527. In the recent year, Lakeridge Wealth Management LLC has increased its shares by 2.1K.