Purchases and Sales Made in Q1 2023 in Jpmorgan International Bond Op (JPIB)
This table provides information about the institutional ownership of Jpmorgan International Bond Op (JPIB) during Q1 2023. The information is specifically focused on institutions that hold shares of JPMORGAN INTERNATIONAL BOND OP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-260- 2.81% |
$12K - $12.4K
|
8.99K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-357- 5.33% |
$16.5K - $17.1K
|
6.35K
$302K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-627- 5.8% |
$28.9K - $30K
|
10.2K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-678- 41.17% |
$31.2K - $32.4K
|
969
$46.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.19K- 8.89% |
$55K - $57K
|
12.2K
$582K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.2K- 16.82% |
$55.5K - $57.5K
|
5.96K
$284K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.84K- 18.46% |
$85K - $88.1K
|
8.15K
$388K
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2K- 5.71% |
$92.1K - $95.5K
|
33K
$1.57M
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2K- 5.71% |
$92.1K - $95.5K
|
33K
$1.57M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.14K- 1.47% |
$98.6K - $102K
|
143K
$6.83M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.19K- 6.01% |
$101K - $105K
|
34.3K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.27K- 83.5% |
$105K - $109K
|
449
$21.4K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.47K- 23.28% |
$114K - $118K
|
8.15K
$388K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.9K- 9.05% |
$134K - $138K
|
29.1K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.82K- 15.81% |
$176K - $183K
|
20.4K
$969K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.07K- 7.3% |
$187K - $194K
|
51.6K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.23K- 1.81% |
$241K - $250K
|
283K
$13.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.79K- 3.75% |
$267K - $277K
|
149K
$7.08M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.01K- 3.01% |
$277K - $287K
|
193K
$9.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.9K- 13.68% |
$503K - $521K
|
68.8K
$3.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-25.8K- 8.33% |
$1.19M - $1.23M
|
284K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-48.8K- 38.41% |
$2.25M - $2.33M
|
78.3K
$3.73M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-83.1K- 27.75% |
$3.83M - $3.97M
|
216K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.31M- 95.33% |
$60.6M - $62.8M
|
64.3K
$3.06M
|