Purchases and Sales Made in Q4 2023 in Jpmorgan International Bond Op (JPIB)
This table provides information about the institutional ownership of Jpmorgan International Bond Op (JPIB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
786+ 2.89% |
$35.2K - $37.6K
|
27.9K
$1.33M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
492+ 3.52% |
$22K - $23.6K
|
14.5K
$688K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
480New |
$21.5K - $23K
|
480
$22.8K
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
460+ 4.87% |
$20.6K - $22K
|
9.9K
$471K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
447+ 264.5% |
$20K - $21.4K
|
616
$29.3K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
424+ 0.34% |
$19K - $20.3K
|
127K
$6.03M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
394+ 0.31% |
$17.6K - $18.9K
|
127K
$6.03M
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
384+ 0.35% |
$17.2K - $18.4K
|
109K
$5.18M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
329+ 3.28% |
$14.7K - $15.7K
|
10.4K
$493K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
210New |
$9.39K - $10.1K
|
210
$9.99K
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
185New |
$8.28K - $8.86K
|
185
$8.8K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62+ 0.42% |
$2.77K - $2.97K
|
14.9K
$711K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
46+ 1.01% |
$2.06K - $2.2K
|
4.61K
$219K
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
35+ 0.01% |
$1.57K - $1.68K
|
245K
$11.6M
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
35New |
$1.57K - $1.68K
|
35
$1.66K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18+ 0.06% |
$805 - $862
|
28.4K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.14% |
$358 - $383
|
5.69K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.18% |
$179 - $191
|
2.2K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2+ 40.0% |
$89.5 - $95.7
|
7
$333
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2+ 40.0% |
$89.5 - $95.7
|
7
$333
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-2- 0.61% |
$89.5 - $95.7
|
328
$15.6K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-63- 0.28% |
$2.82K - $3.02K
|
22.5K
$1.07M
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-164- 35.65% |
$7.34K - $7.85K
|
296
$14.1K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-200- 35.65% |
$8.95K - $9.57K
|
361
$17.2K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216- 25.96% |
$9.66K - $10.3K
|
616
$29.3K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-301- 29.86% |
$13.5K - $14.4K
|
707
$33.6K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-305- 13.71% |
$13.6K - $14.6K
|
1.92K
$91.3K
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-362- 0.25% |
$16.2K - $17.3K
|
142K
$6.76M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-407- 1.14% |
$18.2K - $19.5K
|
35.2K
$1.68M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 81.06% |
$19.1K - $20.5K
|
100
$4.76K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-574- 13.21% |
$25.7K - $27.5K
|
3.77K
$179K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-653- 51.3% |
$29.2K - $31.3K
|
620
$29.5K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-686- 0.53% |
$30.7K - $32.8K
|
130K
$6.16M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-828- 37.28% |
$37K - $39.6K
|
1.39K
$66.3K
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-973- 15.02% |
$43.5K - $46.6K
|
5.5K
$262K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.11K- 13.98% |
$49.8K - $53.3K
|
6.85K
$326K
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.21K- 21.9% |
$54.1K - $57.9K
|
4.31K
$205K
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-1.5K- 9.92% |
$67.1K - $71.8K
|
13.6K
$648K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.73K- 24.39% |
$77.3K - $82.7K
|
5.36K
$255K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.46K- 8.83% |
$110K - $118K
|
25.4K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.64K- 1.46% |
$118K - $126K
|
178K
$8.48M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.85K- 38.7% |
$127K - $136K
|
4.52K
$215K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.22K- 0.77% |
$144K - $154K
|
414K
$19.7M
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.47K- 3.45% |
$155K - $166K
|
97.1K
$4.62M
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.16K- 3.22% |
$231K - $247K
|
155K
$7.37M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.96K- 9.29% |
$266K - $285K
|
58.1K
$2.76M
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-7.27K- 49.82% |
$325K - $348K
|
7.32K
$348K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.46K- 45.93% |
$423K - $453K
|
11.1K
$530K
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-11K- 4.09% |
$490K - $524K
|
257K
$12.2M
|