Balanced Rock Investment Advisor Jpmorgan International Bond Op Transaction History
Balanced Rock Investment Advisor
- $137 Billion
- Q3 2025
A detailed history of Balanced Rock Investment Advisor transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 26,330 shares of JPIB stock, worth $1.29 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
26,330
Previous 23,694
11.13%
Holding current value
$1.29 Million
Previous $1.15 Billion
12.06%
% of portfolio
0.94%
Previous 0.9%
Shares
2 transactions
Others Institutions Holding JPIB
# of Institutions
197Shares Held
19.7MCall Options Held
0Put Options Held
0-
Avantax Planning Partners, Inc.2.25MShares$110 Million3.2% of portfolio
-
Rice Partnership, LLC1.31MShares$64.2 Million9.65% of portfolio
-
Lpl Financial LLC Fort Mill, SC818KShares$40 Million0.01% of portfolio
-
Fsm Wealth Advisors, LLC Cleveland, OH754KShares$36.9 Million5.36% of portfolio
-
Goldman Sachs Group Inc New York, NY626KShares$30.6 Million0.0% of portfolio