Lionsbridge Wealth Management LLC / JPIE
Lionsbridge Wealth Management LLC’s J P Morgan Exchange Traded F Position
Does Lionsbridge Wealth Management LLC own J P Morgan Exchange Traded F (JPIE)? Yes — 143.2K shares worth $7M (+6.64% of its 13F portfolio) as of Q1 2026, up from 140.6K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
143.2K
% of Portfolio
+6.64%
Quarters Held
13
currently held
Position History JPIE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 143.2K | $7M | +6.64% |
| Q4 2025 | 140.6K | $7M | +6.58% |
| Q3 2025 | 140.0K | $6M | +6.40% |
| Q2 2025 | 137.7K | $6M | +6.35% |
| Q1 2025 | 133.9K | $6M | +5.48% |
| Q4 2024 | 152.2K | $7M | +5.83% |
| Q3 2024 | 160.2K | $7M | +5.87% |
| Q2 2024 | 185.2K | $8M | +6.74% |
| Q1 2024 | 186.8K | $9M | +6.58% |
| Q4 2023 | 143.5K | $7M | +5.23% |
| Q3 2023 | 73.6K | $3M | +3.10% |
| Q2 2023 | 72.7K | $3M | +2.94% |
| Q1 2023 | 71.3K | $3M | +3.01% |
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 JPIE.