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 109 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 |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
11,784
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
11,420
shares
|
$0
0.17% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
11,082
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 32.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,857
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 22.95%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
10,662
shares
|
$0
0.22% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
10,400
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
9,519
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
9,428
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
9,329
shares
|
$0
0.23% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,124
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
8,929
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
8,543
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 72.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,210
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 25.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
7,785
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 26.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,750
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
7,729
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,956
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,936
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,607
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,463
shares
|
$0
0.03% of portfolio
|
Q3 2022
Reduced 9.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,427
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,986
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,586
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,575
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|