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

Lionsbridge Wealth Management LLC

  • $87.5 Million
  • Q2 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 137,697 shares of JPIE stock, worth $6.36 Million. This represents 7.29% of its overall portfolio holdings.

Number of Shares
137,697
Previous 133,878 2.85%
Holding current value
$6.36 Million
Previous $6.17 Million 3.42%
% of portfolio
7.29%
Previous 5.93%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$45.12 - $46.32 $172,313 - $176,896
3,819 Added 2.85%
137,697 $6.38 Million
Q1 2025

May 14, 2025
SELL
$45.46 - $46.18 $833,509 - $846,710
-18,335 Reduced 12.05%
133,878 $6.17 Million
Q4 2024

Jan 16, 2025
SELL
$45.59 - $46.25 $365,768 - $371,063
-8,023 Reduced 5.01%
152,213 $6.94 Million
Q3 2024

Nov 01, 2024
SELL
$45.17 - $46.39 $1.13 Million - $1.16 Million
-24,975 Reduced 13.48%
160,236 $7.43 Million
Q2 2024

Jul 15, 2024
SELL
$44.81 - $45.47 $70,575 - $71,615
-1,575 Reduced 0.84%
185,211 $8.42 Million
Q1 2024

May 02, 2024
BUY
$45.21 - $45.87 $1.96 Million - $1.99 Million
43,305 Added 30.18%
186,786 $8.51 Million
Q4 2023

Jan 12, 2024
BUY
$43.78 - $45.84 $3.06 Million - $3.2 Million
69,907 Added 95.02%
143,481 $6.54 Million
Q3 2023

Oct 17, 2023
BUY
$44.22 - $45.5 $38,117 - $39,221
862 Added 1.19%
73,574 $3.27 Million
Q2 2023

Jul 31, 2023
BUY
$45.13 - $45.92 $61,963 - $63,048
1,373 Added 1.92%
72,712 $3.29 Million
Q1 2023

May 08, 2023
BUY
$44.82 - $46.38 $3.2 Million - $3.31 Million
71,339 New
71,339 $3.27 Million

Others Institutions Holding JPIE

# of Institutions
349
Shares Held
60M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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