Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Lionsbridge Wealth Management LLC
- $120 Million
- Q2 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 185,211 shares of JPIE stock, worth $8.5 Million. This represents 7.04% of its overall portfolio holdings.
Number of Shares
185,211
Previous 186,786
0.84%
Holding current value
$8.5 Million
Previous $8.51 Million
1.06%
% of portfolio
7.04%
Previous 6.73%
Shares
6 transactions
Others Institutions Holding JPIE
# of Institutions
217Shares Held
28.2MCall Options Held
0Put Options Held
0-
Heritage Financial Services, LLC2.37MShares$109 Million15.0% of portfolio
-
Jpmorgan Chase & CO New York, NY2.04MShares$93.4 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A61.91MShares$87.6 Million0.02% of portfolio
-
Sequoia Financial Advisors, LLC1.64MShares$75.1 Million0.85% of portfolio
-
Bank Of America Corp Charlotte, NC1.21MShares$55.6 Million0.0% of portfolio