Summit Wealth Partners, LLC Jpmorgan International Bond Op Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Sep 11, 2024	SELL	$43.92 - $46.78 $12,692 - $13,519	-289 Reduced 5.94%	4,575 $210 Million
Q3 2022 Sep 11, 2024	SELL	$44.35 - $46.73 $19,602 - $20,654	-442 Reduced 8.33%	4,864 $216 Million
Q2 2022 Sep 11, 2024	SELL	$44.94 - $48.87 $212,970 - $231,594	-4,739 Reduced 47.18%	5,306 $238 Million
Q1 2022 Sep 11, 2024	SELL	$48.01 - $50.73 $165,154 - $174,511	-3,440 Reduced 25.51%	10,045 $491 Million
Q4 2021 Sep 10, 2024	SELL	$50.32 - $51.24 $3,975 - $4,047	-79 Reduced 0.58%	13,485 $683 Million
Q3 2021 Sep 10, 2024	BUY	$51.33 - $51.63 $96,808 - $97,374	1,886 Added 16.15%	13,564 $697 Million
Q2 2021 Sep 10, 2024	BUY	$51.02 - $51.74 $2,193 - $2,224	43 Added 0.37%	11,678 $602 Million
Q1 2021 Sep 10, 2024	BUY	$50.74 - $51.98 $69,868 - $71,576	1,377 Added 13.42%	11,635 $597 Million
Q4 2020 Sep 10, 2024	SELL	$50.3 - $52.07 $70,721 - $73,210	-1,406 Reduced 12.05%	10,258 $532 Million
Q3 2020 Sep 10, 2024	SELL	$49.68 - $51.15 $6.27 Million - $6.46 Million	-126,235 Reduced 91.54%	11,664 $587 Million
Q2 2020 Sep 10, 2024	SELL	$46.5 - $49.68 $351,121 - $375,133	-7,551 Reduced 5.19%	137,899 $6.85 Billion
Q1 2020 Sep 10, 2024	BUY	$44.2 - $50.88 $231,563 - $266,560	5,239 Added 3.74%	145,450 $6.86 Billion
Q4 2019 Sep 09, 2024	BUY	$50.01 - $51.33 $7.01 Million - $7.2 Million	140,211 New	140,211 $7.01 Billion

Others Institutions Holding JPIB

# of Institutions

147

Shares Held

10.9M

Call Options Held

0

Put Options Held

0

Avantax Planning Partners, Inc.

747K
Shares

$36.3 Million
1.27% of portfolio
Fsm Wealth Advisors, LLC Cleveland, OH

567K
Shares

$27.5 Million
6.12% of portfolio
Bank Of America Corp Charlotte, NC

497K
Shares

$24.1 Million
0.0% of portfolio
Goldstone Financial Group, LLC Oakbrook Terrace, IL

459K
Shares

$22.3 Million
2.94% of portfolio
Mc Carthy & Cox Marysville, OH

366K
Shares

$17.8 Million
7.63% of portfolio

About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
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