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 |
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Others Institutions Holding JPIE
# of Institutions
320Shares Held
53.8MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY5.07MShares$234 Million0.02% of portfolio
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Morgan Stanley New York, NY3.2MShares$148 Million0.01% of portfolio
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Sequoia Financial Advisors, LLC2.7MShares$125 Million0.96% of portfolio
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Savant Capital, LLC2.5MShares$115 Million0.87% of portfolio
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Heritage Financial Services, LLC2.21MShares$102 Million10.05% of portfolio