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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 4.95% |
$68.1K - $70.3K
|
38.2K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
395New |
$14.9K - $15.4K
|
395
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.26KNew |
$274K - $283K
|
7.26K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
121+ 0.1% |
$4.57K - $4.72K
|
120K
$4.85M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
6.02KNew |
$227K - $235K
|
6.02K
$243K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2.65M- 24.55% |
$101M - $107M
|
8.15M
$329M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
196New |
$7.46K - $7.94K
|
196
$7.91K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
174+ 2.09% |
$6.62K - $7.05K
|
8.51K
$343K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
351+ 65.98% |
$13.5K - $14.3K
|
883
$35.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 136.48% |
$659K - $700K
|
29.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
357New |
$13.7K - $14.5K
|
357
$14.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.5KNew |
$326K - $346K
|
8.5K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-469- 6.47% |
$18K - $19.1K
|
6.78K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
50+ 87.72% |
$1.92K - $2.03K
|
107
$4.32K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-695- 84.14% |
$26.6K - $28.3K
|
131
$5.28K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27+ 42.86% |
$1.03K - $1.1K
|
90
$3.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
179K+ 83.14% |
$6.84M - $7.26M
|
393K
$15.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
79+ 96.34% |
$3.03K - $3.21K
|
161
$6.49K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
143New |
$5.42K - $5.61K
|
143
$5.77K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.8KNew |
$636K - $658K
|
16.8K
$677K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.57% |
$37.9 - $39.2
|
29
$1.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.13K+ 1.22% |
$42.7K - $44.2K
|
93.8K
$3.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
71New |
$2.69K - $2.78K
|
71
$2.86K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
145New |
$5.59K - $5.73K
|
145
$5.85K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-21.2K- 18.73% |
$816K - $836K
|
91.9K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
348New |
$13.4K - $13.7K
|
348
$14K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$521K - $585K
|
14.5K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5New |
$180 - $201
|
5
$202
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
165New |
$5.93K - $6.65K
|
165
$6.66K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.79KNew |
$64.3K - $72.1K
|
1.79K
$72.2K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
225New |
$8.36K - $8.87K
|
225
$9.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
24.2K+ 20.13% |
$897K - $952K
|
144K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
203New |
$7.54K - $8K
|
203
$8.19K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
225New |
$8.36K - $8.87K
|
225
$9.08K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
81New |
$3.09K - $3.28K
|
81
$3.27K
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-56.3K- 97.19% |
$2.15M - $2.28M
|
1.63K
$65.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-17K- 75.1% |
$650K - $688K
|
5.64K
$228K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
155New |
$5.92K - $6.27K
|
155
$6.25K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
203New |
$7.3K - $8.31K
|
203
$8.19K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-35- 1.7% |
$1.26K - $1.43K
|
2.03K
$81.8K
|
|
| 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
$384K
|
|
|
Jul 06, 2022
Q2 2022
|
Centric Wealth Management
|
BUY
|
- |
33.9KNew |
$1.28M - $1.48M
|
33.9K
$1.37M
|
|
| 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
$202
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Aviva PLC
|
SELL
|
- |
-35KClosed |
$1.48M - $1.69M
|
0
$0
|
|