Peak Financial Management, Inc. Jpmorgan International Bond Op Transaction History
Peak Financial Management, Inc.
- $359 Million
- Q3 2025
A detailed history of Peak Financial Management, Inc. transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Peak Financial Management, Inc. holds 301,139 shares of JPIB stock, worth $14.7 Million. This represents 4.11% of its overall portfolio holdings.
Number of Shares
301,139
Previous 288,578
4.35%
Holding current value
$14.7 Million
Previous $14 Million
5.23%
% of portfolio
4.11%
Previous 4.15%
Shares
3 transactions
Others Institutions Holding JPIB
# of Institutions
199Shares Held
20.1MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.2.25MShares$110 Million3.2% of portfolio
-
Rice Partnership, LLC1.31MShares$64.2 Million9.65% of portfolio
-
Mainstay Capital Management LLC929KShares$45.4 Million2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC818KShares$40 Million0.01% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH754KShares$36.9 Million5.36% of portfolio