Institutional Ownership Jpmorgan Tr Us Aggregate Bond (JAGG)
This table provides information about the institutional ownership of Jpmorgan Tr Us Aggregate Bond (JAGG). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 17.2 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,587,895
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 60.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,733,819
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 58.47%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,597,739
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 100.76%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
972,272
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
674,910
shares
|
$0
0.09% of portfolio
|
Q2 2025
Added 73.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
590,514
shares
|
$0
0.07% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
378,289
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 38.46%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
366,095
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 245.67%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
340,534
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
295,344
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 489.52%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
261,999
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
222,818
shares
|
$0
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
196,132
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 96.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
191,520
shares
|
$0
0.69% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
178,256
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
111,044
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 26.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
107,141
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 39.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
95,877
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 94.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
87,270
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 42.3%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
70,721
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 62.71%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
69,071
shares
|
$0
0.85% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
67,105
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 45.14%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
53,450
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 298.91%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
47,870
shares
|
$0
0.45% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
47,539
shares
|
$0
2.11% of portfolio
|
Q4 2022
New holding
|