Purchases and Sales Made in Q4 2023 in Jpmorgan International Bond Op (JPIB)
This table provides information about the institutional ownership of Jpmorgan International Bond Op (JPIB) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
882KNew |
$39.4M - $42.2M
|
882K
$42.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
233K+ 1454.75% |
$10.4M - $11.2M
|
249K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
68.3K+ 329.01% |
$3.05M - $3.27M
|
89K
$4.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
51.4KNew |
$2.3M - $2.46M
|
51.4K
$2.46M
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
38.1K+ 33.67% |
$1.7M - $1.82M
|
151K
$7.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
BUY
|
- |
30.7K+ 86.56% |
$1.38M - $1.47M
|
66.3K
$3.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
29.6KNew |
$1.33M - $1.42M
|
29.6K
$1.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
21.6KNew |
$965K - $1.03M
|
21.6K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$957K - $1.02M
|
21.4K
$1.02M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
18.3KNew |
$819K - $877K
|
18.3K
$878K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
16.6K+ 5.89% |
$745K - $797K
|
299K
$14.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
16.5K+ 141.3% |
$738K - $790K
|
28.2K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
13.6KNew |
$610K - $652K
|
13.6K
$653K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
13.4K+ 6.9% |
$601K - $643K
|
208K
$9.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.2K+ 218.59% |
$545K - $584K
|
17.8K
$851K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
12.2KNew |
$544K - $582K
|
12.2K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
12.2K+ 9.96% |
$544K - $582K
|
134K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$485K - $519K
|
10.9K
$520K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
10.5K+ 18.34% |
$468K - $500K
|
67.5K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.18K+ 6.9% |
$411K - $439K
|
142K
$6.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
8.9K+ 42.64% |
$398K - $426K
|
29.8K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.45K+ 5.73% |
$378K - $404K
|
156K
$7.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.31K+ 21.31% |
$372K - $398K
|
47.3K
$2.26M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
8.12K+ 52.14% |
$363K - $389K
|
23.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.69KNew |
$344K - $368K
|
7.69K
$369K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.43KNew |
$332K - $356K
|
7.43K
$356K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.18K+ 79.5% |
$321K - $344K
|
16.2K
$777K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.63KNew |
$296K - $317K
|
6.63K
$317K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
6.57KNew |
$294K - $315K
|
6.57K
$315K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.34KNew |
$239K - $256K
|
5.34K
$256K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.76K+ 3.52% |
$213K - $228K
|
140K
$6.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.68KNew |
$209K - $224K
|
4.68K
$224K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
4.61KNew |
$206K - $221K
|
4.61K
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.27KNew |
$191K - $204K
|
4.27K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
4.21KNew |
$188K - $201K
|
4.21K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
4.2KNew |
$188K - $201K
|
4.2K
$201K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.12KNew |
$184K - $197K
|
4.12K
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.47K+ 1.8% |
$155K - $166K
|
196K
$9.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.31KNew |
$148K - $158K
|
3.31K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2.94K+ 2.57% |
$131K - $140K
|
117K
$5.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
2.9K+ 2.02% |
$130K - $139K
|
146K
$7.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.66K+ 7.29% |
$119K - $128K
|
39.2K
$1.88M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.35K+ 8.46% |
$105K - $113K
|
30.2K
$1.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.02K+ 14.07% |
$90.4K - $96.7K
|
16.4K
$785K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.97K+ 10.21% |
$88K - $94.2K
|
21.2K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.46K+ 5.15% |
$65.4K - $70K
|
29.9K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 19.31% |
$64.6K - $69.2K
|
8.93K
$428K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
974+ 2.97% |
$43.6K - $46.6K
|
33.8K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
974+ 2.97% |
$43.6K - $46.6K
|
33.8K
$1.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
949+ 1.75% |
$42.4K - $45.4K
|
55.2K
$2.65M
|