Exencial Wealth Advisors, LLC Jpmorgan International Bond Op Transaction History

Exencial Wealth Advisors, LLC

$2.62 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$48.01 - $50.73 $190,791 - $201,601	-3,974 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$50.32 - $51.24 $199,971 - $203,627	3,974 New	3,974 $201,000

Others Institutions Holding JPIB

# of Institutions

128

Shares Held

7.95M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

456K
Shares

$22.1 Million
0.0% of portfolio
Adamsbrown Wealth Consultants LLC

322K
Shares

$15.6 Million
5.92% of portfolio
Avantax Planning Partners, Inc.

302K
Shares

$14.6 Million
0.46% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

264K
Shares

$12.8 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

256K
Shares

$12.4 Million
0.02% of portfolio

About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
Sector ETFs
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