Lionsbridge Wealth Management LLC / JCPB
Lionsbridge Wealth Management LLC’s J P Morgan Exchange Traded F Position
Does Lionsbridge Wealth Management LLC own J P Morgan Exchange Traded F (JCPB)? Yes — 77.6K shares worth $4M (+3.67% of its 13F portfolio) as of Q1 2026, down from 78.6K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
77.6K
% of Portfolio
+3.67%
Quarters Held
13
currently held
Position History JCPB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 77.6K | $4M | +3.67% |
| Q4 2025 | 78.6K | $4M | +3.76% |
| Q3 2025 | 76.7K | $4M | +3.59% |
| Q2 2025 | 124.1K | $6M | +5.81% |
| Q1 2025 | 119.9K | $6M | +5.01% |
| Q4 2024 | 134.7K | $6M | +5.21% |
| Q3 2024 | 140.5K | $7M | +5.35% |
| Q2 2024 | 143.2K | $7M | +5.31% |
| Q1 2024 | 144.4K | $7M | +5.21% |
| Q4 2023 | 124.6K | $6M | +4.69% |
| Q3 2023 | 39.3K | $2M | +1.66% |
| Q2 2023 | 38.6K | $2M | +1.61% |
| Q1 2023 | 37.8K | $2M | +1.65% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of JCPB.