Peterson Wealth Advisors, LLC Jpmorgan International Bond Op Transaction History
Peterson Wealth Advisors, LLC
- $527 Million
- Q2 2025
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 164,837 shares of JPIB stock, worth $8 Million. This represents 1.52% of its overall portfolio holdings.
Number of Shares
164,837
Previous 161,611
2.0%
Holding current value
$8 Million
Previous $7.74 Million
3.55%
% of portfolio
1.52%
Previous 1.6%
Shares
31 transactions
Others Institutions Holding JPIB
# of Institutions
146Shares Held
10.8MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.747KShares$36.3 Million1.27% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH567KShares$27.5 Million6.12% of portfolio
-
Bank Of America Corp Charlotte, NC497KShares$24.1 Million0.0% of portfolio
-
Goldstone Financial Group, LLC Oakbrook Terrace, IL459KShares$22.3 Million2.94% of portfolio
-
Mc Carthy & Cox Marysville, OH366KShares$17.8 Million7.63% of portfolio