Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Lionsbridge Wealth Management LLC
- $109 Million
- Q4 2024
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 152,213 shares of JPIE stock, worth $6.98 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
152,213
Previous 160,236
5.01%
Holding current value
$6.98 Million
Previous $7.43 Million
6.59%
% of portfolio
6.38%
Previous 6.53%
Shares
8 transactions
Others Institutions Holding JPIE
# of Institutions
242Shares Held
36.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY4.93MShares$226 Million0.02% of portfolio
-
Heritage Financial Services, LLC2.45MShares$113 Million15.27% of portfolio
-
Royal Bank Of Canada Toronto, A61.88MShares$86.2 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.53MShares$70 Million0.01% of portfolio