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Lionsbridge Wealth Management’s JPMorgan Limited Duration Bond ETF JPLD Stock Holding History

Lionsbridge Wealth Management’s Portfolio JPLD Stock Details JPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-20,815
Closed -$1.04M – 55
2023
Q3 		$1.04M Buy
+20,815
New +$1.04M 0.98% 33

Other funds holding JPLD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
WAOTB
Wealth Advisors of Tampa Bay Tampa, Florida $302M AUM 26.95% 1-Year Est. Return

Lionsbridge Wealth Management's JPLD Position: Q4 2023 in Review

Lionsbridge Wealth Management sold out of JPMorgan Limited Duration Bond ETF (JPLD) in Q4 2023, closing a stake of 20,815 shares — an estimated $1.04M sold.

Lionsbridge Wealth Management first reported a position in JPLD in Q3 2023 and held it in 1 quarter. The position peaked at $1.04M in Q3 2023. 36 funds tracked by Wall St. Rank hold JPLD as of Q4 2023.

  • Lionsbridge Wealth Management reported no remaining JPMorgan Limited Duration Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 20,815 JPMorgan Limited Duration Bond ETF shares in Q4 2023, an estimated $1.04M.
  • Lionsbridge Wealth Management first reported a position in JPMorgan Limited Duration Bond ETF in Q3 2023 and held it in 1 quarter.
  • Lionsbridge Wealth Management's JPMorgan Limited Duration Bond ETF position peaked at $1.04M in Q3 2023.
  • 36 funds tracked by Wall St. Rank held JPMorgan Limited Duration Bond ETF as of Q4 2023.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.