Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Lionsbridge Wealth Management LLC

  • $86 Million
  • Q3 2025

A detailed history of Lionsbridge Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 140,008 shares of JPIE stock, worth $6.47 Million. This represents 7.55% of its overall portfolio holdings.

Number of Shares
140,008
Previous 137,697 1.68%
Holding current value
$6.47 Million
Previous $6.38 Million 1.87%
% of portfolio
7.55%
Previous 7.29%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$46.01 - $46.55 $106,329 - $107,577
2,311 Added 1.68%
140,008 $6.5 Million
Q2 2025

Jul 30, 2025
BUY
$45.12 - $46.32 $172,313 - $176,896
3,819 Added 2.85%
137,697 $6.38 Million
Q1 2025

May 14, 2025
SELL
$45.46 - $46.18 $833,509 - $846,710
-18,335 Reduced 12.05%
133,878 $6.17 Million
Q4 2024

Jan 16, 2025
SELL
$45.59 - $46.25 $365,768 - $371,063
-8,023 Reduced 5.01%
152,213 $6.94 Million
Q3 2024

Nov 01, 2024
SELL
$45.17 - $46.39 $1.13 Million - $1.16 Million
-24,975 Reduced 13.48%
160,236 $7.43 Million
Q2 2024

Jul 15, 2024
SELL
$44.81 - $45.47 $70,575 - $71,615
-1,575 Reduced 0.84%
185,211 $8.42 Million
Q1 2024

May 02, 2024
BUY
$45.21 - $45.87 $1.96 Million - $1.99 Million
43,305 Added 30.18%
186,786 $8.51 Million
Q4 2023

Jan 12, 2024
BUY
$43.78 - $45.84 $3.06 Million - $3.2 Million
69,907 Added 95.02%
143,481 $6.54 Million
Q3 2023

Oct 17, 2023
BUY
$44.22 - $45.5 $38,117 - $39,221
862 Added 1.19%
73,574 $3.27 Million
Q2 2023

Jul 31, 2023
BUY
$45.13 - $45.92 $61,963 - $63,048
1,373 Added 1.92%
72,712 $3.29 Million
Q1 2023

May 08, 2023
BUY
$44.82 - $46.38 $3.2 Million - $3.31 Million
71,339 New
71,339 $3.27 Million

Others Institutions Holding JPIE

# of Institutions
385
Shares Held
80.1M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
Track This Portfolio

Track Lionsbridge Wealth Management LLC Portfolio

Follow Lionsbridge Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lionsbridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lionsbridge Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email