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 22.6 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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
41,255
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
39,631
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
31,942
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
30,184
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
28,625
shares
|
$0
0.05% of portfolio
|
Q4 2024
Added 47.13%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
27,120
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
26,815
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
22,231
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,900
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
17,222
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
17,030
shares
|
$0
0.46% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
14,930
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
14,127
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
13,975
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,924
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 47.49%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
13,363
shares
|
$0
0.39% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,111
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
11,834
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
10,830
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
10,400
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
10,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
10,014
shares
|
$0
0.21% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,565
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
9,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
9,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.17%
|