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Lionsbridge Wealth Management LLC → JPM-PM

Lionsbridge Wealth Management LLC JPM-PM Position History

JPM-PM

Quarters held
21
Latest value
$1M
Q3 2026
Peak value
$6.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q4 2025$1.1M
Q4 2025$6.5M
Q4 2025$756K
Q4 2025$3.7M
Q4 2025$647K
Q4 2025$745K
Q1 2026$1.6M
Q1 2026$6.6M
Q1 2026$757K
Q1 2026$3.7M
Q1 2026$585K
Q2 2026$1.7M
Q2 2026$6.3M
Q2 2026$410K
Q2 2026$3.5M
Q3 2026$1.6M
Q3 2026$5.9M
Q3 2026$375K
Q3 2026$3.3M
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M9.9K——
Q3 2026$3.3M73.1K——
Q3 2026$375K6.7K——
Q3 2026$5.9M131.5K——
Q3 2026$1.6M4.8K——
Q2 2026$3.5M74.8K——
Q2 2026$410K7.3K——
Q2 2026$6.3M137.7K——
Q2 2026$1.7M5.1K——
Q1 2026$585K11.6K——
Q1 2026$3.7M77.6K——
Q1 2026$757K13.4K——
Q1 2026$6.6M143.2K——
Q1 2026$1.6M5.3K——
Q4 2025$745K8.3K——
Q4 2025$647K12.8K——
Q4 2025$3.7M78.6K——
Q4 2025$756K13.2K——
Q4 2025$6.5M140.6K——
Q4 2025$1.1M14.7K——
Q4 2025$1.7M5.2K——

Other funds holding JPM-PM

Other Lionsbridge Wealth Management LLC positions

STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$13M
STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$6.4M
STT-PG

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

$6.2M
PWR

QUANTA SVCS INC COM

$6.2M
PWR

QUANTA SVCS INC COM

$5M
PWR

QUANTA SVCS INC COM

$5M
WULF

TERAWULF INC COM

$3.8M
IVZ

INVESCO EXCH TRADED FD TR II

$3.8M