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 97 institutions that hold shares in the stock, with a total of 22.8 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 |
Dec 26, 2024 Q3 2024 |
14,534,538
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,779,911
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
876,117
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
715,020
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
479,434
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
448,419
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
440,693
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
439,804
shares
|
$0
0.06% of portfolio
|
Q4 2024
Reduced 34.83%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
437,512
shares
|
$0
0.26% of portfolio
|
Q4 2024
Reduced 92.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
291,654
shares
|
$0
0.05% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
286,532
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
263,367
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
196,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
166,037
shares
|
$0
1.18% of portfolio
|
Q4 2024
Added 20.03%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
150,829
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
90,659
shares
|
$0
0.04% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
89,224
shares
|
$0
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
74,751
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
63,560
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 47.12%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
53,178
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50,524
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
48,273
shares
|
$0
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
47,539
shares
|
$0
2.11% of portfolio
|
Q4 2022
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
44,338
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.52%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
44,206
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.56%
|