Peterson Wealth Advisors, LLC Jpmorgan International Bond Op Transaction History
Peterson Wealth Advisors, LLC
- $566 Million
- Q3 2025
A detailed history of Peterson Wealth Advisors, LLC transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 180,705 shares of JPIB stock, worth $8.83 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
180,705
Previous 164,837
9.63%
Holding current value
$8.83 Million
Previous $8.01 Million
10.54%
% of portfolio
1.57%
Previous 1.52%
Shares
32 transactions
Others Institutions Holding JPIB
# of Institutions
198Shares 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