Lionsbridge Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lionsbridge Wealth Management LLC

  • $120 Million
  • Q2 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 24,092 shares of JEPQ stock, worth $1.34 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
24,092
Previous 25,836 6.75%
Holding current value
$1.34 Million
Previous $1.4 Million 4.57%
% of portfolio
1.12%
Previous 1.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$50.84 - $55.56 $88,664 - $96,896
-1,744 Reduced 6.75%
24,092 $1.34 Million
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $1.27 Million - $1.4 Million
25,836 New
25,836 $1.4 Million

Others Institutions Holding JEPQ

# of Institutions
604
Shares Held
110M
Call Options Held
93.9K
Put Options Held
84.7K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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