Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Lionsbridge Wealth Management LLC
- $86 Million
- Q3 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 76,663 shares of JCPB stock, worth $3.67 Million. This represents 4.24% of its overall portfolio holdings.
Number of Shares
76,663
Previous 124,111
38.23%
Holding current value
$3.67 Million
Previous $5.84 Million
37.59%
% of portfolio
4.24%
Previous 6.67%
Shares
11 transactions
Others Institutions Holding JCPB
# of Institutions
407Shares Held
139MCall Options Held
0Put Options Held
0-
Hb Wealth Management, LLC10.4MShares$499 Million3.42% of portfolio
-
Bank Of America Corp Charlotte, NC8.06MShares$386 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.77MShares$181 Million0.06% of portfolio
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Legacy Wealth Management, Inc3.55MShares$170 Million9.94% of portfolio
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Jpmorgan Chase & CO New York, NY3.48MShares$166 Million0.01% of portfolio