Purchases and Sales Made in Q3 2023 in Jpmorgan International Bond Op (JPIB)
This table provides information about the institutional ownership of Jpmorgan International Bond Op (JPIB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
69+ 1.53% |
$3.14K - $3.23K
|
4.57K
$215K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
67+ 1.05% |
$3.05K - $3.14K
|
6.48K
$305K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
59New |
$2.68K - $2.76K
|
59
$2.78K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
50+ 0.12% |
$2.27K - $2.34K
|
42.8K
$2.01M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
39+ 118.18% |
$1.77K - $1.83K
|
72
$3.39K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12+ 0.21% |
$545 - $562
|
5.69K
$268K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5New |
$227 - $234
|
5
$235
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5New |
$227 - $234
|
5
$235
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 1.17% |
$1.18K - $1.22K
|
2.2K
$103K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 2.61% |
$1.68K - $1.73K
|
1.38K
$65.1K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-72- 3.46% |
$3.27K - $3.37K
|
2.01K
$94.5K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-110- 25.0% |
$5K - $5.15K
|
330
$15.5K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-143- 12.42% |
$6.5K - $6.7K
|
1.01K
$47.5K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-175- 2.32% |
$7.95K - $8.2K
|
7.37K
$347K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-225- 1.47% |
$10.2K - $10.5K
|
15.1K
$712K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247Closed |
$11.2K - $11.6K
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-284- 0.16% |
$12.9K - $13.3K
|
181K
$8.52M
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-426- 1.28% |
$19.4K - $20K
|
32.8K
$1.55M
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-426- 1.28% |
$19.4K - $20K
|
32.8K
$1.55M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-436- 9.12% |
$19.8K - $20.4K
|
4.34K
$205K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-442- 1.6% |
$20.1K - $20.7K
|
27.2K
$1.28M
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-484- 17.89% |
$22K - $22.7K
|
2.22K
$105K
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-760- 0.58% |
$34.5K - $35.6K
|
130K
$6.13M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-879- 1.59% |
$40K - $41.2K
|
54.3K
$2.56M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-916- 6.0% |
$41.6K - $42.9K
|
14.4K
$676K
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-950- 0.66% |
$43.2K - $44.5K
|
143K
$6.71M
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.27K- 18.72% |
$57.8K - $59.5K
|
5.52K
$260K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.67K- 17.32% |
$75.8K - $78.1K
|
7.96K
$375K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.97K- 3.96% |
$135K - $139K
|
72K
$3.39M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.1K- 70.88% |
$141K - $145K
|
1.27K
$59.9K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.16K- 65.18% |
$189K - $195K
|
2.22K
$105K
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.27K- 15.49% |
$194K - $200K
|
23.3K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.55K- 16.37% |
$252K - $260K
|
28.3K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.29K- 3.04% |
$377K - $389K
|
265K
$12.5M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.59K- 19.97% |
$390K - $402K
|
34.4K
$1.62M
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-9.74K- 47.83% |
$443K - $456K
|
10.6K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.3K- 16.08% |
$558K - $575K
|
64.1K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-44.1K- 88.76% |
$2M - $2.06M
|
5.58K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-115K- 51.83% |
$5.23M - $5.39M
|
107K
$5.04M
|