Beta Wealth Group, Inc. Jpmorgan International Bond Op Transaction History
Beta Wealth Group, Inc.
- $187 Million
- Q3 2025
A detailed history of Beta Wealth Group, Inc. transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 61,319 shares of JPIB stock, worth $3 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
61,319Holding current value
$3 Million% of portfolio
1.61%Shares
1 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