Lionsbridge Wealth Management LLC J P Morgan Exchg Traded Fd Tr Transaction History
Lionsbridge Wealth Management LLC
- $86 Million
- Q3 2025
A detailed history of Lionsbridge Wealth Management LLC transactions in J P Morgan Exchg Traded Fd Tr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 14,703 shares of JIRE stock, worth $1.1 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
14,703
Previous 14,462
1.67%
Holding current value
$1.1 Million
Previous $1.02 Million
5.67%
% of portfolio
1.26%
Previous 1.17%
Shares
2 transactions
Others Institutions Holding JIRE
# of Institutions
282Shares Held
110MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY61.3MShares$4.6 Billion0.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.76MShares$432 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.73MShares$205 Million0.06% of portfolio
-
Janney Montgomery Scott LLC1.73MShares$130 Million0.3% of portfolio
-
Bogart Wealth, LLC1.63MShares$122 Million4.89% of portfolio