Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Call Options Transaction History
Lionsbridge Wealth Management LLC
- $104 Million
- Q1 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding JPIE
# of Institutions
303Shares Held
50MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$233 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$147 Million0.01% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.18MShares$100 Million10.15% of portfolio
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Sequoia Financial Advisors, LLC2.16MShares$99.4 Million0.86% of portfolio