Peterson Wealth Advisors, LLC Jpmorgan International Bond Op Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 157,230 shares of JPIB stock, worth $7.46 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

157,230

Previous 158,662 0.9%

Holding current value

$7.46 Million

Previous $7.72 Million 3.76%

% of portfolio

1.54%

Previous 1.61%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$47.26 - $48.47 $67,676 - $69,409	-1,432 Reduced 0.9%	157,230 $7.43 Million
Q3 2024 Oct 24, 2024	BUY	$46.96 - $48.73 $447,200 - $464,055	9,523 Added 6.39%	158,662 $7.72 Million
Q2 2024 Jul 18, 2024	BUY	$46.66 - $47.43 $719,263 - $731,133	15,415 Added 11.53%	149,139 $7.03 Million
Q1 2024 Apr 15, 2024	BUY	$47.25 - $47.89 $195,567 - $198,216	4,139 Added 3.19%	133,724 $6.37 Million
Q4 2023 Jan 10, 2024	SELL	$44.73 - $47.87 $30,684 - $32,838	-686 Reduced 0.53%	129,585 $6.19 Million
Q3 2023 Oct 05, 2023	SELL	$45.45 - $46.85 $34,542 - $35,606	-760 Reduced 0.58%	130,271 $5.93 Million
Q2 2023 Jul 13, 2023	SELL	$46.54 - $47.94 $818,405 - $843,024	-17,585 Reduced 11.83%	131,031 $6.11 Million
Q1 2023 Apr 06, 2023	SELL	$46.09 - $47.79 $266,722 - $276,560	-5,787 Reduced 3.75%	148,616 $7.04 Million
Q4 2022 Jan 20, 2023	SELL	$43.92 - $46.78 $506,880 - $539,887	-11,541 Reduced 6.95%	154,403 $0
Q3 2022 Oct 17, 2022	BUY	$44.35 - $46.73 $144,980 - $152,760	3,269 Added 2.01%	165,944 $7.38 Million
Q2 2022 Jul 21, 2022	BUY	$44.94 - $48.87 $153,559 - $166,988	3,417 Added 2.15%	162,675 $7.31 Million
Q1 2022 Apr 21, 2022	BUY	$48.01 - $50.73 $187,335 - $197,948	3,902 Added 2.51%	159,258 $7.79 Million
Q4 2021 Jan 25, 2022	BUY	$50.32 - $51.24 $360,140 - $366,724	7,157 Added 4.83%	155,356 $7.87 Million
Q3 2021 Oct 21, 2021	BUY	$51.33 - $51.63 $957,869 - $963,467	18,661 Added 14.41%	148,199 $7.61 Million
Q2 2021 Aug 02, 2021	BUY	$51.02 - $51.74 $773,463 - $784,378	15,160 Added 13.25%	129,538 $6.68 Million
Q1 2021 Apr 28, 2021	BUY	$50.74 - $51.98 $250,655 - $256,781	4,940 Added 4.51%	114,378 $5.87 Million
Q4 2020 Jan 25, 2021	BUY	$50.3 - $52.07 $350,037 - $362,355	6,959 Added 6.79%	109,438 $5.68 Million
Q3 2020 Oct 20, 2020	BUY	$49.68 - $51.15 $86,244 - $88,796	1,736 Added 1.72%	102,479 $5.16 Million
Q2 2020 Jul 20, 2020	BUY	$46.5 - $49.68 $59,659 - $63,739	1,283 Added 1.29%	100,743 $5.01 Million
Q1 2020 Apr 21, 2020	BUY	$44.2 - $50.88 $402,794 - $463,669	9,113 Added 10.09%	99,460 $4.69 Million
Q4 2019 Jan 23, 2020	BUY	$50.01 - $51.33 $175,235 - $179,860	3,504 Added 4.03%	90,347 $4.52 Million
Q3 2019 Oct 17, 2019	BUY	$50.65 - $51.53 $125,460 - $127,639	2,477 Added 2.94%	86,843 $4.44 Million
Q2 2019 Jul 15, 2019	BUY	$49.1 - $50.65 $163,306 - $168,461	3,326 Added 4.1%	84,366 $4.27 Million
Q1 2019 Apr 16, 2019	BUY	$47.28 - $49.36 $379,894 - $396,607	8,035 Added 11.01%	81,040 $4 Million
Q4 2018 Jan 29, 2019	BUY	$47.28 - $50.14 $309,778 - $328,517	6,552 Added 9.86%	73,005 $3.45 Million
Q3 2018 Oct 17, 2018	BUY	$49.76 - $50.3 $405,643 - $410,045	8,152 Added 13.98%	66,453 $3.33 Million
Q2 2018 Jul 18, 2018	BUY	$49.7 - $50.59 $155,312 - $158,093	3,125 Added 5.66%	58,301 $2.9 Million
Q1 2018 Apr 20, 2018	BUY	$50.32 - $51.54 $1.9 Million - $1.94 Million	37,708 Added 215.87%	55,176 $2.78 Million
Q4 2017 Mar 19, 2018	BUY	$51.11 - $51.78 $892,789 - $904,493	17,468	17,468 $894,000

Others Institutions Holding JPIB

# of Institutions

124

Shares Held

8.15M

Call Options Held

Put Options Held

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About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
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Peterson Wealth Advisors, LLC Jpmorgan International Bond Op Transaction History