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

Lionsbridge Wealth Management LLC

  • $104 Million
  • Q1 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 119,886 shares of JCPB stock, worth $5.58 Million. This represents 5.42% of its overall portfolio holdings.

Number of Shares
119,886
Previous 134,675 10.98%
Holding current value
$5.58 Million
Previous $6.2 Million 9.11%
% of portfolio
5.42%
Previous 5.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$45.56 - $47.23 $673,786 - $698,484
-14,789 Reduced 10.98%
119,886 $5.64 Million
Q4 2024

Jan 16, 2025
SELL
$46.07 - $48.17 $267,206 - $279,386
-5,800 Reduced 4.13%
134,675 $6.2 Million
Q3 2024

Nov 01, 2024
SELL
$45.87 - $48.53 $125,454 - $132,729
-2,735 Reduced 1.91%
140,475 $6.78 Million
Q2 2024

Jul 15, 2024
SELL
$45.27 - $46.67 $53,011 - $54,650
-1,171 Reduced 0.81%
143,210 $6.63 Million
Q1 2024

May 02, 2024
BUY
$46.0 - $47.18 $908,270 - $931,569
19,745 Added 15.84%
144,381 $6.74 Million
Q4 2023

Jan 12, 2024
BUY
$43.49 - $47.47 $3.71 Million - $4.05 Million
85,354 Added 217.29%
124,636 $5.87 Million
Q3 2023

Oct 17, 2023
BUY
$44.57 - $46.79 $30,040 - $31,536
674 Added 1.75%
39,282 $1.75 Million
Q2 2023

Jul 31, 2023
BUY
$46.41 - $47.75 $36,478 - $37,531
786 Added 2.08%
38,608 $1.8 Million
Q1 2023

May 08, 2023
BUY
$45.84 - $47.89 $1.73 Million - $1.81 Million
37,822 New
37,822 $1.79 Million

Others Institutions Holding JCPB

# of Institutions
369
Shares Held
115M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JCPB Quotes by TradingView
  • Ticker JCPB
  • Sector ETFs
  • Industry ETFs
More about JCPB
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