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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN EXCHANGE-TRADED FD


  • Ticker JPIE
More about JPIE
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