Falcon Wealth Planning Jpmorgan International Bond Op Transaction History

Falcon Wealth Planning

$810 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$47.25 - $47.89 $93,980 - $95,253	1,989 Added 46.14%	6,300 $300,000
Q4 2023 Jan 10, 2024	SELL	$44.73 - $47.87 $54,078 - $57,874	-1,209 Reduced 21.9%	4,311 $206,000
Q3 2023 Oct 05, 2023	SELL	$45.45 - $46.85 $57,766 - $59,546	-1,271 Reduced 18.72%	5,520 $251,000
Q2 2023 Jul 13, 2023	SELL	$46.54 - $47.94 $102,294 - $105,372	-2,198 Reduced 24.45%	6,791 $316,000
Q1 2023 May 15, 2023	SELL	$46.09 - $47.79 $11,983 - $12,425	-260 Reduced 2.81%	8,989 $425,000
Q4 2022 Jan 20, 2023	SELL	$43.92 - $46.78 $1,054 - $1,122	-24 Reduced 0.26%	9,249 $0
Q3 2022 Nov 10, 2022	SELL	$44.35 - $46.73 $318,299 - $335,381	-7,177 Reduced 43.63%	9,273 $412,000
Q2 2022 Jul 20, 2022	BUY	$44.94 - $48.87 $739,263 - $803,911	16,450 New	16,450 $739,000

Others Institutions Holding JPIB

# of Institutions

124

Shares Held

8.03M

Call Options Held

0

Put Options Held

0

About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
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