Latest Institutional Transactions on Jpmorgan International Bond Op (JPIB)
This table provides information on the latest institutional transactions involving Jpmorgan International Bond Op (JPIB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-110K- 99.59% |
$5.14M - $5.29M
|
456
$21.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
11.7K+ 27.35% |
$545K - $561K
|
54.5K
$2.57M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53KNew |
$70.4K - $73K
|
1.53K
$71.9K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
907+ 0.59% |
$41.8K - $43.3K
|
155K
$7.31M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
39New |
$1.8K - $1.86K
|
39
$1.84K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
509+ 1957.69% |
$23.5K - $24.3K
|
535
$25.2K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-289- 5.94% |
$12.7K - $13.5K
|
4.58K
$215K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.1KNew |
$92.3K - $98.3K
|
2.1K
$99K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-310- 5.59% |
$13.6K - $14.5K
|
5.24K
$247K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 27.62% |
$4.39K - $4.68K
|
262
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
522New |
$22.9K - $24.4K
|
522
$24.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
72+ 29.88% |
$3.16K - $3.37K
|
313
$14.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.31K- 18.93% |
$57.6K - $61.3K
|
5.62K
$264K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-5K- 53.19% |
$220K - $234K
|
4.4K
$207K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$8.78K - $9.36K
|
200
$9.42K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.18KNew |
$271K - $289K
|
6.18K
$291K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
7.44KNew |
$327K - $348K
|
7.44K
$350K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
357New |
$15.7K - $16.7K
|
357
$16.8K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
522+ 8.84% |
$23.2K - $24.4K
|
6.43K
$303K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.57K- 5.97% |
$69.6K - $73.4K
|
24.7K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11.6K- 71.57% |
$513K - $540K
|
4.59K
$216K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
21.6KNew |
$957K - $1.01M
|
21.6K
$1.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
223KNew |
$9.9M - $10.4M
|
223K
$10.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-314- 5.18% |
$13.9K - $14.7K
|
5.74K
$270K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-4.24KClosed |
$191K - $207K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
37+ 0.85% |
$1.66K - $1.81K
|
4.37K
$206K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 22.22% |
$4.49K - $4.89K
|
350
$16.5K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71New |
$3.19K - $3.47K
|
71
$3.34K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
163New |
$7.33K - $7.97K
|
163
$7.68K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.55KClosed |
$339K - $369K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
200New |
$8.99K - $9.77K
|
200
$9.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
475+ 11.06% |
$21.3K - $23.2K
|
4.77K
$225K
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
31.4KNew |
$1.41M - $1.54M
|
31.4K
$1.48M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-863Closed |
$38.8K - $42.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18.9KNew |
$909K - $961K
|
18.9K
$892K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.97KClosed |
$191K - $202K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.95KClosed |
$238K - $251K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-8.12KClosed |
$390K - $412K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-4.35KClosed |
$209K - $221K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.67KNew |
$80.3K - $84.9K
|
1.67K
$78.8K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
179KNew |
$9.03M - $9.2M
|
179K
$8.45M
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.26KClosed |
$64.8K - $65.2K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.28KClosed |
$220K - $221K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162New |
$8.32K - $8.36K
|
162
$7.63K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.99KClosed |
$202K - $207K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
SELL
|
- |
-5.66KClosed |
$284K - $295K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
SELL
|
- |
-10.1KClosed |
$508K - $526K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-17Closed |
$855 - $885
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.15KClosed |
$158K - $164K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
SELL
|
- |
-67- 1.58% |
$3.37K - $3.49K
|
4.16K
$196K
|
|