Purchases and Sales Made in Q1 2025 in Jpmorgan International Bond Op (JPIB)
This table provides information about the institutional ownership of Jpmorgan International Bond Op (JPIB) during Q1 2025. The information is specifically focused on institutions that hold shares of JPMORGAN INTERNATIONAL BOND OP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.56K+ 4.46% |
$167K - $172K
|
83.4K
$4.02M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.26K+ 2.57% |
$153K - $158K
|
130K
$6.28M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.25K+ 58.94% |
$152K - $157K
|
8.75K
$422K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 2.9% |
$142K - $146K
|
108K
$5.19M
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
2.72K+ 45.89% |
$128K - $131K
|
8.63K
$416K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7K+ 8.23% |
$127K - $130K
|
35.5K
$1.71M
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.63K+ 1.81% |
$124K - $127K
|
148K
$7.15M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.4K+ 6.71% |
$113K - $116K
|
38.2K
$1.84M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.06K+ 12.79% |
$96.6K - $99.5K
|
18.1K
$875K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2K+ 4.56% |
$93.7K - $96.5K
|
45.7K
$2.21M
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.95K+ 8.55% |
$91.6K - $94.3K
|
24.8K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 259.78% |
$89.2K - $91.8K
|
2.63K
$127K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.82K+ 9.25% |
$85.4K - $87.9K
|
21.5K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.72K+ 16.33% |
$80.6K - $83K
|
12.2K
$590K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.39K+ 9.35% |
$65.1K - $67K
|
16.2K
$781K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
1.34K+ 28.83% |
$62.9K - $64.8K
|
5.99K
$289K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 59.08% |
$54.9K - $56.5K
|
3.15K
$152K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.07K+ 0.87% |
$50.4K - $51.9K
|
124K
$6M
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1K+ 14.29% |
$47K - $48.4K
|
8K
$386K
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
975+ 3.72% |
$45.8K - $47.1K
|
27.2K
$1.31M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
864+ 26.98% |
$40.6K - $41.8K
|
4.07K
$196K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
687+ 2.22% |
$32.3K - $33.2K
|
31.6K
$1.53M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
556+ 0.19% |
$26.1K - $26.9K
|
293K
$14.1M
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
536+ 5.87% |
$25.2K - $25.9K
|
9.67K
$466K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
373New |
$17.5K - $18K
|
373
$18K
|
|
May 06, 2025
Q1 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
BUY
|
- |
246+ 0.38% |
$11.6K - $11.9K
|
64.6K
$3.11M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
214+ 0.64% |
$10.1K - $10.3K
|
33.8K
$1.63M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
163+ 2.58% |
$7.66K - $7.88K
|
6.48K
$312K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
128+ 23.32% |
$6.01K - $6.19K
|
677
$32.7K
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
109+ 5.36% |
$5.12K - $5.27K
|
2.14K
$103K
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
93+ 0.75% |
$4.37K - $4.5K
|
12.4K
$599K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
60New |
$2.82K - $2.9K
|
60
$2.89K
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
58+ 1.2% |
$2.72K - $2.8K
|
4.88K
$235K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15+ 0.04% |
$705 - $725
|
36.4K
$1.76M
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
15+ 0.13% |
$705 - $725
|
11.4K
$551K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9New |
$423 - $435
|
9
$434
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 0.25% |
$235 - $242
|
2.02K
$97.5K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.13% |
$141 - $145
|
2.28K
$110K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6- 0.1% |
$282 - $290
|
5.89K
$284K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-7- 0.06% |
$329 - $338
|
12.1K
$582K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-105- 1.61% |
$4.93K - $5.08K
|
6.4K
$309K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-194Closed |
$9.11K - $9.38K
|
0
$0
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-394- 7.06% |
$18.5K - $19K
|
5.19K
$250K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-647- 5.9% |
$30.4K - $31.3K
|
10.3K
$498K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-656- 11.75% |
$30.8K - $31.7K
|
4.93K
$238K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-667- 4.98% |
$31.3K - $32.2K
|
12.7K
$614K
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-776- 9.0% |
$36.4K - $37.5K
|
7.84K
$378K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-832- 5.37% |
$39.1K - $40.2K
|
14.7K
$707K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-952- 13.7% |
$44.7K - $46K
|
6K
$289K
|