Lionsbridge Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History
Lionsbridge Wealth Management LLC
- $109 Million
- Q4 2024
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 92,378 shares of JEPI stock, worth $5.38 Million. This represents 4.88% of its overall portfolio holdings.
Number of Shares
92,378
Previous 62,144
48.65%
Holding current value
$5.38 Million
Previous $3.7 Million
43.7%
% of portfolio
4.88%
Previous 3.25%
Shares
9 transactions
Others Institutions Holding JEPI
# of Institutions
1,325Shares Held
304MCall Options Held
179KPut Options Held
309K-
Morgan Stanley New York, NY41.5MShares$2.42 Billion0.17% of portfolio
-
Bank Of America Corp Charlotte, NC31.3MShares$1.82 Billion0.15% of portfolio
-
Jpmorgan Chase & CO New York, NY20.7MShares$1.21 Billion0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA14.6MShares$847 Million0.19% of portfolio
-
Ubs Group Ag7.67MShares$446 Million0.08% of portfolio