Wescott Financial Advisory Group, LLC Jpmorgan International Bond Op Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Jpmorgan International Bond Op stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 4,763 shares of JPIB stock, worth $227,242. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,763

Previous 4,707 1.19%

Holding current value

$227,242

Previous $221,000 4.52%

% of portfolio

0.03%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$46.96 - $48.73 $2,629 - $2,728	56 Added 1.19%	4,763 $231,000
Q2 2024 Aug 14, 2024	BUY	$46.66 - $47.43 $2,519 - $2,561	54 Added 1.16%	4,707 $221,000
Q1 2024 May 13, 2024	BUY	$47.25 - $47.89 $1,890 - $1,915	40 Added 0.87%	4,653 $221,000
Q4 2023 Feb 13, 2024	BUY	$44.73 - $47.87 $2,057 - $2,202	46 Added 1.01%	4,613 $220,000
Q3 2023 Nov 09, 2023	BUY	$45.45 - $46.85 $3,136 - $3,232	69 Added 1.53%	4,567 $207,000
Q2 2023 Aug 11, 2023	BUY	$46.54 - $47.94 $2,327 - $2,397	50 Added 1.12%	4,498 $209,000
Q1 2023 May 10, 2023	BUY	$46.09 - $47.79 $1,382 - $1,433	30 Added 0.68%	4,448 $210,000
Q4 2022 Feb 06, 2023	BUY	$43.92 - $46.78 $194,038 - $206,674	4,418 New	4,418 $203,000
Q2 2022 Jul 28, 2022	SELL	$44.94 - $48.87 $193,691 - $210,629	-4,310 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$48.01 - $50.73 $206,923 - $218,646	4,310 New	4,310 $211,000

Others Institutions Holding JPIB

# of Institutions

126

Shares Held

8.05M

Call Options Held

Put Options Held

View Full List

About JPMORGAN INTERNATIONAL BOND OP

Ticker JPIB
Sector ETFs
Industry ETFs

More about JPIB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Jpmorgan International Bond Op Transaction History