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 96 institutions that hold shares in the stock, with a total of 22.7 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 |
|---|---|---|---|---|---|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
9,275
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 43.17%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
9,142
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 49.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,368
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
8,237
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
7,485
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,137
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 40.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
6,806
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
6,688
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,633
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,463
shares
|
$0
0.03% of portfolio
|
Q3 2022
Reduced 9.02%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,074
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
5,835
shares
|
$0
0.09% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,829
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,725
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
5,654
shares
|
$0
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
5,540
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,127
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
4,721
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,652
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,966
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,825
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,739
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,849
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,481
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|