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 94 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
9,106
shares
|
$0
0.2% of portfolio
|
Q3 2024
Added 11.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
8,741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
7,787
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 50.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,779
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,647
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
6,643
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
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%
|
|
|
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%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
5,540
shares
|
$0
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,432
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,680
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 74.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,303
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,854
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,966
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,825
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.85%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,742
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 33.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,423
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 659.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,820
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,481
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,055
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,029
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.1%
|