Latest Institutional Transactions on J P Morgan Usd Emerging Market (JPMB)
This table provides information on the latest institutional transactions involving J P Morgan Usd Emerging Market (JPMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 83.14% |
$6.84M - $7.26M
|
393K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 96.34% |
$3.03K - $3.21K
|
161
$6.04K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5KNew |
$192K - $203K
|
5K
$188K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
143New |
$5.42K - $5.61K
|
143
$5.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8KNew |
$636K - $658K
|
16.8K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.89KNew |
$375K - $388K
|
9.89K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
175New |
$6.63K - $6.86K
|
175
$6.56K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.57% |
$37.9 - $39.2
|
29
$1.09K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 1.22% |
$42.7K - $44.2K
|
93.8K
$3.52M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
71New |
$2.69K - $2.78K
|
71
$2.66K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145New |
$5.59K - $5.73K
|
145
$5.44K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-21.2K- 18.73% |
$816K - $836K
|
91.9K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
348New |
$13.4K - $13.7K
|
348
$13.1K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$521K - $585K
|
14.5K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
78New |
$2.8K - $3.14K
|
78
$2.93K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$180 - $201
|
5
$188
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
165New |
$5.93K - $6.65K
|
165
$6.19K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.79KNew |
$64.3K - $72.1K
|
1.79K
$67.2K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225New |
$8.36K - $8.87K
|
225
$8.44K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.2K+ 20.13% |
$897K - $952K
|
144K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
203New |
$7.54K - $8K
|
203
$7.61K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
14New |
$520 - $552
|
14
$525
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
225New |
$8.36K - $8.87K
|
225
$8.44K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
81New |
$3.09K - $3.28K
|
81
$3.04K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
652New |
$24.9K - $26.4K
|
652
$24.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-56.3K- 97.19% |
$2.15M - $2.28M
|
1.63K
$61.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17K- 75.1% |
$650K - $688K
|
5.64K
$212K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
155New |
$5.92K - $6.27K
|
155
$5.81K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
203New |
$7.3K - $8.31K
|
203
$7.61K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-35- 1.7% |
$1.26K - $1.43K
|
2.03K
$76K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.96KClosed |
$74.2K - $85.4K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-16Closed |
$605 - $697
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
9.53KNew |
$361K - $415K
|
9.53K
$357K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
33.9KNew |
$1.28M - $1.48M
|
33.9K
$1.27M
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-74Closed |
$3.5K - $3.65K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-36.4KClosed |
$1.77M - $1.82M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.92KClosed |
$140K - $151K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7Closed |
$338 - $362
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-21- 80.77% |
$1.01K - $1.05K
|
5
$188
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Aviva PLC
|
SELL
|
- |
-35KClosed |
$1.48M - $1.69M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22.6KClosed |
$873K - $1.19M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-5.2KClosed |
$201K - $274K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-31.3KClosed |
$1.21M - $1.65M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Omega Financial Group, LLC
|
SELL
|
- |
-17.9KClosed |
$689K - $939K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-53KClosed |
$2.05M - $2.79M
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-30.1KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|